Wealth Manager

Company Description

Established in 1995, Mirae Asset Sharekhan is a pioneer in introducing online trading in India. Serving over 3.1 million clients through 120+ branches and 4,400+ business partners, it has built a strong reputation in wealth creation. The company offers an extensive range of financial solutions, including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), ETFs, Corporate Deposits, Futures & Options, Commodities, and Bonds. With more than 1.1 million trades executed daily, Mirae Asset Sharekhan continues to deliver expert financial services and educational support to its diverse clientele.

Role Description

This is a full-time, on-site Wealth Manager role located in Surat. The Wealth Manager will be responsible for providing financial planning and investment management services to clients. Key responsibilities include creating personalized investment strategies, analyzing financial data, identifying suitable insurance products, and managing clients’ portfolios. The role also involves building strong relationships with clients, monitoring market trends, and providing comprehensive financial guidance to help clients achieve their financial goals.

Qualifications

• Strong background in Financial Planning and Investment Management
• Proficiency in Investments and Finance
• Familiarity with Insurance products and strategies
• Excellent communication and interpersonal skills
• Ability to analyze market trends and make informed financial recommendations
• Bachelor’s degree in Finance, Economics, Business, or a related field
• Professional certifications such as CFP, CFA, or similar are a plus
• Experience in managing high-net-worth clients is advantageous