Wealth Manager

Company Description

FUSION FINSERV, formerly known as Fusion Wealth Management, excels in providing comprehensive financial solutions. The company offers top-notch advisory, consultancy, and services in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans. It serves as a one-stop destination for all financial needs, ensuring clients' financial worries are managed effectively and efficiently.

Role Description

This is a full-time on-site role for a Wealth Manager, located in Ahmedabad. The Wealth Manager will be responsible for creating personalized financial plans, managing investment portfolios, and providing expert advice on financial and insurance products. Daily tasks include meeting with clients to discuss their financial goals, analyzing financial data, recommending investment strategies, and ensuring compliance with financial regulations.

Key Responsibilities

Acquire and manage a portfolio of high-net-worth clients

Understand client needs and design comprehensive wealth management strategies

Recommend investment solutions across mutual funds, PMS, insurance, equity, and real estate

Ensure compliance with SEBI, IRDAI, and internal regulatory norms

Maintain regular communication with clients to review portfolios and suggest updates

Collaborate with the research and operations team to deliver a seamless experience

Qualifications

Bachelor’s/Master’s degree in Finance, Economics, or related field

0-3+ years of experience in wealth management or financial advisory

Strong understanding of mutual funds, insurance, equity markets, and financial planning

Excellent communication, relationship-building, and presentation skills

Relevant certifications (NISM VA, IRDA, CFP) preferred

What We Offer

Competitive compensation and incentives

Access to premium investment products and tools

A collaborative and entrepreneurial environment

Opportunities for continuous learning and career growth

Dm your resume - info@fusionwealth.in

or 8095304671