Wealth Manager

Location:

Company:

About the Role

investment advisory, financial analysis, client relationship management, and business development

Key Responsibilities

1. Investment Advisory & Portfolio Management

• Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments.
• Construct and manage diversified portfolios aligned with client objectives.
• Monitor client portfolios and recommend rebalancing strategies as required.
• Simplify complex financial products and guide clients on SIPs, tax-saving investments, and long-term wealth-building.

2. Market & Financial Analysis

• Conduct in-depth research on mutual funds, stock markets, insurance plans, and other investment options.
• Track macroeconomic trends and industry developments for data-driven advisory.
• Evaluate fund performance using NAV, risk-return metrics, and fund manager insights.
• Compare insurance policies (life, health, term, ULIPs, etc.) to suggest optimal solutions.

3. Client Relationship Management

• Build and nurture strong client relationships with regular portfolio reviews and updates.
• Onboard new clients by identifying financial needs and creating investment strategies.
• Address queries related to investments, insurance, taxation, and regulations.
• Conduct client education sessions on financial planning and market awareness.

4. Sales & Business Development

• Drive sales of mutual funds, insurance, and financial services by tapping new opportunities.
• Generate leads via referrals, networking, and marketing campaigns.
• Collaborate with sales teams to enhance client acquisition and retention.
• Organize financial awareness programs, webinars, and workshops.

5. Compliance & Regulatory Adherence

• Ensure compliance with SEBI, AMFI, and IRDAI guidelines.
• Maintain accurate records of transactions, client documents, and interactions.
• Support audits and ensure transparency in all recommendations.

6. Reporting & Performance Tracking

• Prepare investment reports, portfolio summaries, and risk assessments.
• Use financial modelling and analytics tools to track performance.
• Share periodic updates with management on sales growth and client portfolio performance.

Key Skills & Qualifications

Essential Skills:

• Strong knowledge of mutual funds, insurance, stock markets, and wealth management.
• Excellent analytical, communication, and client-handling skills.
• Ability to explain financial concepts clearly and convincingly.
• Sales orientation with a result-driven approach.

Technical Skills:

• Proficiency in MS Excel, portfolio analysis, and financial modelling.
• Knowledge of CRM platforms and financial planning tools.
• Familiarity with taxation aspects of mutual funds and insurance.

Qualifications:

• Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or related fields.
• Certifications preferred: NISM Series V-A (Mutual Fund Distributors), CFP, CFA, or IRDAI Insurance Advisor License.
• Experience: 6 months – 5 years in wealth management, financial advisory, or investment planning.

Why Join FINVESTMENTS?

• Opportunity to work in a

  fast-growing investment consultancy

  with a client-first approach.
• Exposure to diverse financial products and wealth management strategies.
• Growth-oriented culture with training and mentorship opportunities.