Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company. It aims to provide high-net-worth individuals (HNIs) with a reliable and robust technology platform for their wealth management needs, supported by dedicated wealth managers. Combining physical and digital methods ("Phygital"), Fisdom Private Wealth delivers top-tier services to mass affluent and HNI clients.

Role Description

This is a full-time on-site role for a Wealth Manager located in Rajasthan, India. The Wealth Manager will be responsible for creating financial plans, managing client investments, and providing financial advice. The role includes assessing clients' financial goals, developing investment strategies, and offering insurance solutions. Daily tasks involve meeting with clients, monitoring financial markets, and ensuring that clients' portfolios align with their risk tolerance and objectives.

Qualifications

Financial Planning, Finance skills
Investment Management, Investments skills
Insurance knowledge and application
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Experience in working with high-net-worth individuals is a plus
Bachelor's degree in Finance, Economics, Business, or a related field

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