Wealth Manager

Company Description

Ocean Finvest, a SEBI and AMFI-registered advisory firm since 2014, specializes in innovative wealth management and financial solutions. Based in Bhopal, our firm empowers over 5000 families, investors, and enterprises, managing portfolios with an AUM exceeding ₹1000 crore. Our expertise spans investment advisory, succession planning, estate planning, social impact investing, and end-to-end financial solutions. We are dedicated to personalized strategies and clients' long-term financial prosperity, helping shape secure financial futures.

Role Description

This is a full-time, on-site Wealth Manager role located in Bhopal. The Wealth Manager will be responsible for developing and implementing financial plans, managing investments, and providing financial and insurance advice. Daily tasks will include client portfolio management, conducting financial assessments, executing investment strategies, and ensuring client financial goals are met through comprehensive financial planning.

Qualifications

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• Skills in Financial Planning, Financial Management, and Finance
• Proficiency in Investment Management and handling investments
• Experience in providing Insurance advice
• Strong communication and interpersonal skills
• Ability to analyze market trends and financial data
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are beneficial
• Bachelor's degree in Finance, Economics, Business Administration, or related field