Wealth Manager

Company Description

Founded in 1995, Mirae Asset Sharekhan was one of the pioneers in launching online trading in India. With a client base of over 3.1 million, 120+ branches, and 4400+ business partners, the company offers a full-service model including research, experienced relationship managers, and educational resources. Mirae Asset Sharekhan provides a wide range of financial solutions such as Mutual Funds, Stocks, IPOs, PMS, AIF, ETFs, Corporate Deposits, Futures & Options, Commodities, and Bonds. On average, the company executes over 1.1 million trades daily.

Role Description

This is a full-time on-site role for a Wealth Manager, located in Ahmedabad. The Wealth Manager will be responsible for providing comprehensive financial advice and planning to clients, managing investment portfolios, and recommending suitable financial products. Daily tasks include analyzing clients' financial needs, developing customized investment strategies, monitoring market trends, and ensuring clients are informed of their portfolio's performance. The Wealth Manager will work closely with clients to understand their financial goals and provide tailored solutions to meet their needs.

Qualifications

• Financial Planning and Finance skills
• Investment Management and Investments expertise
• Knowledge of Insurance products
• Excellent communication and interpersonal skills
• Ability to work independently and make informed decisions
• Experience in wealth management or related financial services
• Bachelor's degree in Finance, Economics, Business, or a related field