Wealth Manager

Company Description

Epsilon Money is a wealth management firm based in Bengaluru that focuses on ethical practices and personalized financial solutions. We believe in understanding our clients dreams and goals before recommending tailored financial products to help them achieve their aspirations. Our comprehensive suite of products covers traditional and alternative investments, insurance, and more, all designed to build wealth for current and future generations.

Role Description

This is a full-time on-site role for a Wealth Manager at Epsilon Money in Bengaluru. The Wealth Manager will be responsible for financial planning, investment management, recommending investment products, managing finances, and offering insurance solutions to clients on a daily basis.

Qualifications

• Financial Planning and Investment Management skills
• Expertise in Investments and Finance
• Knowledge of Insurance products
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work well under pressure and meet deadlines
• Prior experience in the financial services industry
• Relevant certifications such as CFP, CFA, or CAIA are a plus