Wealth Manager

Job Description

Company Description Ensure Capital offers UHNI & HNI clients a comprehensive suite of investment products, powered by in-depth research and advanced technology, delivered by a highly experienced team. Our products and services include strategies, investment solutions across equity, fixed income, and alternatives, portfolio analysis and monitoring, and financing and investment banking solutions. We are committed to delivering personalized financial solutions to meet all your investment needs. Ensure Capital partners with leading wealth house IIFL Securities PCG Desk for backend operations and tech support. Role Description This is a full-time on-site role for a Wealth Manager located in Indore. The Wealth Manager will be responsible for developing and managing client relationships, providing tailored financial planning and investment management services, conducting portfolio analysis, and monitoring financial performance. Day-to-day tasks include handling investments, managing assets, providing insurance advice, and ensuring clients' financial goals are achieved through strategic planning and advice. Qualifications Financial Planning and Investments skills Investment Management and Finance skills Experience in Insurance and managing diversified financial products Excellent interpersonal and communication skills Ability to work independently and as part of a team Professional certifications such as CFA, CFP, or relevant qualifications Proficiency in financial analysis tools and software Bachelor's degree in Finance, Economics, Business, or a related field Show more Show less