Fisdom Private Wealth, a venture of Fisdom, India’s leading wealth-tech company, aims to provide HNIs with a reliable and robust technology platform for wealth management. The company follows a "Phygital" model to offer best-in-class services to mass affluent and high-net-worth individuals.

Role Description

This is a full-time on-site role in Mumbai for a Senior Wealth Manager at Fisdom Private Wealth. The Senior Wealth Manager will be responsible for financial planning, investment management, and overseeing client investments.

Qualifications

Prior experience working with high-net-worth individuals
Financial Planning and Investment Management skills
Knowledge of Investments, Finance, and Insurance
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities

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Senior Wealth Manager