Wealth Manager

Job Title: Wealth Manager

Location:

Department:

About Pune Angels Network:

Pune Angels Network is a prominent angel investment platform, committed to providing strategic opportunities and a community for investors looking to support early-stage startups. As a part of our expansion, we are seeking a Wealth Manager to manage and grow relationships with high-net-worth individuals (HNWIs) and potential investors.

Job Summary:

The Wealth Manager will play a key role in driving the growth of our investors' portfolios by providing tailored financial advice and investment strategies. This role requires an individual with a keen understanding of financial markets, startup investment opportunities, and strong relationship management skills. The Wealth Manager will be responsible for managing investor portfolios, offering expert advice, and identifying investment opportunities that align with the clients' objectives and risk profiles.

Key Responsibilities:

• Client Relationship Management:

  Build and maintain strong, long-lasting relationships with existing and potential investors. Act as the primary point of contact for high-net-worth individuals (HNWIs).

• Investment Strategy Development:

  Understand clients’ financial goals and design investment strategies, including diversification of portfolio, risk assessment, and identifying suitable startup investment opportunities.

• Research & Market Analysis:

  Stay up-to-date on market trends, economic forecasts, and potential startup investments. Provide clients with relevant insights and recommend adjustments to their portfolios.

• Portfolio Management:

  Oversee and monitor clients’ investment portfolios, ensuring they are well-positioned for financial success and aligned with the clients’ goals.

• Networking & Business Development:

  Attend networking events, conferences, and workshops to expand the investor base and identify new investment opportunities.

• Reporting & Documentation:

  Maintain accurate records of client interactions, investments, and portfolios. Provide regular investment updates and performance reports to clients.

• Team Collaboration:

  Work closely with other team members, including senior wealth managers and the Pune Angels Network team, to offer comprehensive solutions to clients.

Qualifications:

• Education:

  Bachelor’s degree in Finance, Economics, Business, or a related field. Additional certifications like CFP, CFA, or CWM would be a plus.

• Experience:

  Minimum of 2-3 years of experience in wealth management, financial planning, or related fields. Experience in working with investors in the startup ecosystem is a plus.

• Skills:

• Strong knowledge of investment products, markets, and financial planning tools.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients.
• Proven track record of managing investment portfolios and driving client satisfaction.
• Analytical mindset and the ability to research and assess investment opportunities effectively.
• Proficiency in financial software, Microsoft Excel, and reporting tools.

• Attributes:

• High level of integrity and professionalism.
• Self-motivated with a strong desire to achieve targets.
• Ability to work independently and as part of a team.

What We Offer:

• Competitive Salary:

  Based on experience and qualifications.

• Growth Opportunities:

  Be part of an expanding organization and have the chance to grow within the company.

• Professional Development:

  Access to training and professional certification programs.

• Work Environment:

  A dynamic and collaborative work culture.