Wealth Manager

Company Description

Fisdom is dedicated to making investment advisory accessible, understandable, and quick through the fusion of cutting-edge technology and personalized financial advice. Our goal is to make your money work for you, regardless of your net worth or financial knowledge. By ensuring transparency, objectivity, security, and a personal touch, we aim to revolutionize the investment advisory industry. Join us to experience a smarter way to invest.

Role Description

This is a full-time on-site role for a Wealth Manager, located in Chandigarh. The Wealth Manager will be responsible for comprehensive financial planning, managing investments, and providing insurance advice to clients. Daily tasks will include analyzing clients' financial statuses, developing personalized financial strategies, recommending investment products, and ensuring clients' financial goals are met.

Qualifications

• Financial Planning and Finance skills
• Investment Management and Investments expertise
• Insurance knowledge and advisory capabilities
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Relevant certifications such as CFP, CFA, or equivalent are a plus
• Prior experience in wealth management or financial advisory roles is preferred