Wealth Manager

You will be joining Ocean Finvest, a SEBI and AMFI-registered advisory firm specializing in innovative wealth management and financial solutions since 2014. Our firm, based in Bhopal, empowers over 5000 families, investors, and enterprises, managing portfolios with an AUM exceeding 1000 crore. We offer expertise in investment advisory, succession planning, estate planning, social impact investing, and end-to-end financial solutions. Our commitment lies in crafting personalized strategies that ensure our clients" long-term financial prosperity and help shape secure financial futures. As a full-time Wealth Manager located in Bhopal, you will play a crucial role in developing and implementing financial plans, managing investments, and providing financial and insurance advice. Your responsibilities will include client portfolio management, conducting financial assessments, executing investment strategies, and ensuring that client financial goals are met through comprehensive financial planning. To excel in this role, you should possess skills in Financial Planning, Financial Management, and Finance, along with proficiency in Investment Management and handling investments. Experience in providing insurance advice is essential, and strong communication and interpersonal skills are a must. Your ability to analyze market trends and financial data will be instrumental in offering tailored financial solutions. Holding relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) would be beneficial. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required for this position.,