Wealth Manager

Job Description

Company Description Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasizes doing for our clients what we would do for ourselves. We provide personalized, research-backed PMS focused on long-term wealth creation and financial growth, while ensuring transparency, trust, and a client-centric approach in all our endeavours. For more information, please visit our website at www.purnartha.com. Role Description This is a full-time on-site role for a Wealth Manager located in Chennai. The Wealth Manager will be responsible for developing personalized financial plans, managing client investments, providing investment advice, and ensuring comprehensive financial planning. Daily tasks include assessing clients' financial needs, developing investment strategies, managing investment portfolios, and coordinating with insurance providers as needed. The Wealth Manager will maintain client relationships, conduct regular portfolio reviews, and provide updates on financial and investment performance. Qualifications Financial Planning and Finance skills Investment Management and Investments expertise Knowledge and experience in Insurance Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work independently and collaboratively with a team Certified Financial Planner (CFP) or equivalent certification preferred Bachelor's degree in Finance, Economics, Business, or related field Show more Show less