Wealth Manager

Job Description: You will be joining Pune Angels Network, a dynamic platform connecting visionary entrepreneurs with experienced investors to support the growth of innovative startups. Your role as a Wealth Manager in Pune will involve developing and executing financial plans, managing investment portfolios, providing investment advice to clients, and leveraging your expertise in finance and insurance. Your daily responsibilities will include conducting client consultations, reviewing and managing portfolios, performing financial analysis, and collaborating with other financial professionals to ensure client requirements are met. To excel in this role, you should possess strong skills in Financial Planning and Finance, along with experience in Investment Management and Investments. You will be involved in Angel Investor On-boarding and explaining investment opportunities in startups to Angel Investors. Knowledge of insurance products and markets is essential, as well as excellent analytical and problem-solving abilities. Effective communication and interpersonal skills are vital, and you should be capable of working both independently and collaboratively. Holding relevant industry certifications such as CFP or CFA would be advantageous. A Bachelor's degree in Finance, Economics, or a related field is required. Join our community at Pune Angels Network and play a key role in shaping the future of entrepreneurship by empowering early-stage businesses with financial expertise, mentorship, and a robust support system. Note: This Job Description is a standard summary tailored from the provided information.,