Private Wealth Manager

Company Description

FundsIndia is one of India’s leading investment platforms, trusted by over 25 lakh investors managing investments worth nearly Rs. 10,000 crores. Renowned for its rapid growth and award-winning services, the company is committed to making the Indian financial system more accessible. FundsIndia provides comprehensive and sophisticated investment advice, aiming to empower a new generation of investors. Join us in transforming the investment landscape and shaping the future of wealth management in India.

Role Description

This is a full-time on-site role for a Private Wealth Manager, based in Jaipur. The Private Wealth Manager will be responsible for delivering personalized financial planning and investment advisory services to clients. This includes managing client portfolios, conducting financial analyses, developing customized investment strategies, and ensuring clients meet their financial goals. Collaborating closely with internal teams and maintaining strong client relationships will be key aspects of this role.

Qualifications

• Strong knowledge of financial planning, investment advisory, and portfolio management
• Excellent communication, client management, and relationship-building skills
• Ability to analyze financial data and create tailored investment strategies
• Proficiency in financial markets, mutual funds, and other investment products
• Self-motivated, goal-oriented, and capable of working effectively in a client-focused environment
• Relevant certifications such as CFP (Certified Financial Planner) or NISM certifications are an advantage
• Minimum of a Bachelor’s degree in Finance, Business Administration, or a related field