Wealth Manager

Role Overview: As a Wealth Manager at our Gurugram location, your primary responsibility will be to provide comprehensive financial planning services to clients. This includes managing their investment portfolios, offering strategic recommendations, and assessing their financial goals. You will need to create tailored financial strategies, provide insights into investment opportunities, collaborate on insurance programs, and offer guidance to help clients achieve their financial objectives. Key Responsibilities: - Proficiently handle Financial Planning and Finance management tasks - Utilize your experience and expertise in Investment Management to identify profitable investments - Understand various Insurance products and integrate them into financial strategies effectively - Build and maintain strong client relationships using your interpersonal and communication skills - Stay updated on financial markets, regulations, and compliance standards - Collaborate with clients on creating strategies to meet their financial goals Qualifications Required: - 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,