Senior Wealth Manager

Company Description

Bajaj Capital Ltd., with over 60 years of experience, is a trusted leader in the Indian capital market. The company is committed to providing need-based financial solutions that add value and foster lifetime relationships with clients through a passionate and dedicated team. Bajaj Capital offers a diverse range of financial products to help individuals protect and grow their wealth securely. With an emphasis on research and high-quality mentorship, Bajaj Capital prioritizes the financial well-being of its clients and always acts in their best interest.

Role Description

This is a full-time Senior Wealth Manager role located on-site in Bengaluru. The Senior Wealth Manager will be responsible for assisting clients with their financial planning and investment strategies. Duties include assessing clients’ financial goals, creating personalized investment portfolios, managing existing financial plans, and providing advice on various financial products and investments. Maintaining strong client relationships and staying updated on financial market trends will be key responsibilities.

Qualifications

• Proficiency in Financial Planning and developing tailored strategies for clients
• Expertise in Investment Management and crafting diverse investment portfolios
• Strong knowledge of Investments, Finance, and Insurance products
• Excellent analytical, communication, and interpersonal skills
• Ability to identify client needs and provide effective financial solutions
• Experience in building and maintaining long-term client relationships
• A Bachelor's degree in Finance, Economics, or a related field is preferred
• Certifications such as CFP (Certified Financial Planner) or related credentials are an advantage