Wealth Manager | 2+ Years Exp | Immediate Joiner

Role Description

This is a full-time, on-site role for a Wealth Manager located in Gurugram. The Wealth Manager will be responsible for offering comprehensive financial planning services, managing client investment portfolios, providing strategic recommendations, and assessing client financial goals. The role includes creating tailored financial strategies, offering insights into investment opportunities, collaborating on insurance programs, and providing guidance to achieve clients’ financial objectives.

Qualifications

• Strong proficiency in Financial Planning and Finance management
• Experience and expertise in Investment Management and identifying profitable Investments
• Understanding of Insurance products and the ability to integrate them into financial strategies
• Demonstrated ability to build and maintain client relationships with strong interpersonal and communication skills
• Knowledge of financial markets, regulations, and compliance standards
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• 2+ years of relevant experience in wealth management or a similar role
• Certifications such as Certified Financial Planner (CFP) or equivalent are an advantage