Wealth Manager

Job Description

Company Description Fisdom Private Wealth, a venture of Fisdom, is India's leading wealth-tech company that provides high-net-worth individuals (HNIs) with reliable and robust technology platforms for their wealth management needs. Backed by dedicated and experienced wealth managers, Fisdom Private Wealth combines physical and digital services to bring top-tier solutions to mass affluent and high-net-worth clients. Role Description This is a full-time on-site role for a Wealth Manager based in Jodhpur, Udaipur ,Kota, Ajmer & Jaipur. The Wealth Manager will be responsible for creating financial plans, managing client investments, providing financial advice, and developing tailored wealth management strategies. Day-to-day tasks include client consultations, developing investment portfolios, monitoring financial markets, and ensuring clients achieve their financial goals. Qualifications Proficiency in Financial Planning and Investment Management Knowledge of Investments and Finance Experience in the Insurance sector Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently Show more Show less