Private Wealth Manager - Real estate

Job Description

Company Description Valion is India’s first Private Real Estate Family Office (P.R.E.F.O) with over 10 years of experience, having a presence in Gurgaon, Mumbai, and Singapore. Trusted by over 2000 high-net-worth individuals (HNIs) and super HNIs in India and abroad, Valion manages combined investments and assets exceeding INR 4000 crores. The Group launched its Property Management Services in 2014 under the brand PropCare, and also introduced a real estate portfolio management portal, myfollo, to cater to property advisory for investors and users. Role Description This is a full-time on-site role located in Gurugram for a Private Wealth Manager specializing in real estate. The Private Wealth Manager will be responsible for developing and managing personalized financial plans, estate planning, investment management, and overall financial advisory services. Day-to-day tasks include assessing and advising on investors' property portfolios, building trusted relationships with clients, and ensuring that clients' financial goals are met through tailored investment strategies. Qualifications Financial Planning and Estate Planning skills Certified Financial Planner certification Investment Management and Finance skills Excellent analytical, organizational, and communication skills Proven ability to build strong relationships with high-net-worth clients Bachelor's degree in Finance, Economics, Business, or a related field Experience in real estate investment and property management is a plus Show more Show less