Wealth Manager

Company Description

IIFL Capital Services Ltd., part of one of India’s top financial services conglomerates, offers premier Investment Banking, Institutional Equity Sales, Retail Broking, and Wealth Management solutions. Established in 1996, IIFL Capital has built a legacy of trust, innovation, and excellence in financial services. With nearly three decades of experience, we serve Ultra High Net Worth Individuals (UHNIs), High Net Worth Individuals (HNIs), Affluent clients, and Institutional clientele. Our comprehensive product offerings include Wealth Management, Investment Banking, Portfolio Management Services, Mutual Fund distribution, and more, ensuring holistic financial planning and expert guidance across all wealth management aspects.

Role Description

This is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for developing and managing client portfolios, conducting financial planning and analysis, providing investment management services, and offering tailored financial solutions. Day-to-day tasks will include meeting with clients to understand their financial goals, creating strategies to meet those goals, monitoring financial markets, and adjusting portfolios as necessary. The role also involves staying informed about new financial products and trends to best serve clients.

Qualifications

• Expertise in Financial Planning and Investment Management
• Strong understanding of Investments and Finance
• Knowledge in Insurance products and services
• Excellent analytical and strategic thinking skills
• Exceptional communication and client relationship management skills
• Ability to work independently and collaborate within a team
• Bachelor's degree in Finance, Economics, Business, or a related field
• Experience in the financial services industry is a plus
• Relevant certifications such as CFP, CFA, or similar are beneficial