Wealth Manager

As a Wealth Manager at Finogent Solutions LLP, your role will involve providing financial planning, investment management, and insurance services to affluent and high-net-worth individuals globally. You will be based in New Delhi and will be responsible for developing customized financial plans, managing investment portfolios, conducting financial analysis, and advising clients on investment opportunities. Your expertise in Life Stage Planning and Corporate Advisory will enable you to offer clients access to exotic and differentiated products to help them achieve their financial goals. Key Responsibilities: - Develop customized financial plans for clients - Manage investment portfolios effectively - Conduct thorough financial analysis - Advise clients on investment opportunities - Work closely with clients to understand their financial needs and goals - Provide tailored solutions to meet specific client requirements Qualifications: - Proficiency in financial planning, investment management, and insurance services - Strong communication and interpersonal skills - Excellent analytical and problem-solving abilities - Capability to work independently and collaboratively in a team - Bachelor's degree in Finance, Economics, Business, or a related field - Relevant certifications such as CFP or CFA would be advantageous Join Finogent Solutions LLP and be a part of a company that specializes in addressing the unique financial needs of affluent individuals, offering a range of services to help clients achieve their financial goals.,