Wealth Manager

Company Description

Khazana Associates tackles critical financial and legal issues for diverse clients, from individuals to organizations. Our unique, success-driven approach helps clients achieve financial freedom and realize their vision. We provide a broad range of services, including Investment Solutions, Legal Services, Tax Consultancy, Estate Planning, and Stock Trading. As a Registered Member of NSE & BSE, we simplify Stock Market participation, making equity trading and share investment accessible. Partner with Khazana Associates for client-centric expertise across your financial and legal needs.

Role Description

This is a full-time on-site role for a Wealth Manager located in Gurugram. The Wealth Manager will be responsible for providing financial planning and investment management services to clients. Day-to-day tasks include developing tailored financial plans, managing investment portfolios, advising clients on mutual funds, fixed deposits, bonds, and insurance options, and ensuring compliance with regulatory requirements. In addition, the Wealth Manager will assist clients with estate planning, tax consultancy, and legal documentation related to financial assets.

Qualifications

• Experience and knowledge in handling Investments, including Mutual Funds, PMS, FDs, and Bonds
• Understanding of Insurance solutions and products
• Excellent interpersonal and communication skills
• Ability to work independently and effectively manage client relationships
• Relevant certifications (e.g., CFP, CFA) and experience in the financial services industry is a plus
• Bachelor's degree in Finance, Accounting, Business Administration, or related field