Wealth Manager

Company Description

Pune Angels Network is a dynamic platform that connects visionary entrepreneurs and experienced investors to fuel the growth of innovative startups. Our mission is to empower early-stage businesses with access to capital, mentorship, and a robust support system. By fostering connections with high-net-worth individuals, angel investors, and industry experts, we aim to create a thriving business ecosystem. Our members benefit from exclusive deal flow, expert insights, and networking opportunities. Join our community to shape the future of entrepreneurship.

Role Description

This is a part-time on-site role for a Wealth Manager located in Pune. The Wealth Manager will be responsible for developing and implementing financial plans, managing investment portfolios, advising clients on investments, and providing expertise in finance and insurance. Daily tasks will include client consultations, portfolio review and management, financial analysis, and coordinating with other financial professionals to meet client needs.

Qualifications

• Skills in Financial Planning and Finance
• Experience in Investment Management and Investments.
• Angel Investor On-boarding.
• Explaining Angel Investors about Investing in Startups
• Knowledge of Insurance products and markets
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and collaboratively
• Relevant industry certifications (e.g., CFP, CFA) are a plus
• Bachelor's degree in Finance, Economics, or related field