Senior Wealth Manager

Company Description

Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance industry and is among the top 7 private life insurance companies in the country. The company is known for innovation, having introduced several industry-first practices such as the "Free Look Period" and pioneering unit-linked life insurance plans among private players in India. With a complete range of insurance products, ABSLI is committed to meeting policyholders' expectations and promoting transparency.

Role Description

This is a full-time, on-site role for a Senior Wealth Manager, based in Chandigarh. The Senior Wealth Manager will be responsible for providing comprehensive financial planning and investment advisory services tailored to the unique needs of clients. Core responsibilities include analyzing financial goals, managing investment portfolios, offering customized financial and insurance solutions, and ensuring optimal financial strategies for client wealth management. Collaboration with internal teams and staying updated on financial regulations and market trends will also be crucial aspects of the role.

Qualifications

• Strong proficiency in Financial Planning and Investment Management
• In-depth understanding of Investments and Finance
• Knowledge and expertise in Insurance solutions
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving abilities
• Bachelor’s/Master’s degree in Finance, Economics, Business Administration, or a related field
• Industry certifications such as CFP, CFA, or equivalent qualifications are highly beneficial
• Proven experience in wealth management or financial advisory roles