Private Wealth Manager

2 - 6 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining Ingenetus as a Private Wealth Manager, where you will play a crucial role in understanding and catering to the financial requirements and objectives of our esteemed clients. Your primary responsibilities will include developing personalized wealth management strategies, guiding clients on investment solutions, and ensuring their satisfaction through dedicated service. In this full-time on-site position based in New Delhi, you will engage in financial planning, estate planning, investment management, and other related tasks. To excel in this role, you are expected to possess skills in Financial Planning and Estate Planning, hold a Certified Financial Planner (CFP) designation, demonstrate expertise in Investment Management and Finance, exhibit excellent interpersonal and communication abilities, and have the capacity to work effectively both independently and as part of a team. Previous experience in client-focused roles and wealth management, along with a Bachelor's degree in Finance, Economics, Business, or a related field, will be valuable assets in contributing to the success of our Wealth Management team at Ingenetus.,

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