Wealth Manager

Job Description

Company Description Purnartha is a SEBI-registered company offering research-driven Portfolio Management Services with over a decade of experience. Inspired by the philosophy of "Vasudhaiva Kutumbakam," Purnartha provides personalised and research-backed PMS aimed at long-term wealth creation and financial growth. We prioritize transparency, trust, and a client-centric approach in all our services. For more information, please visit our website www.purnartha.com. Role Description This is a full-time, on-site role for a Wealth Manager located in Pune. The Wealth Manager will be responsible for overseeing client portfolios, developing financial plans, managing investments, and providing financial advice. Daily tasks include assessing client needs, making investment recommendations, conducting financial analyses, and ensuring that clients' investment strategies align with their financial goals. The Wealth Manager will also engage in continuous client communication to foster trust and transparency. Qualifications Proficiency in Financial Planning and Investment Management Experience with Investments and Finance Knowledge of Insurance products and strategies Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and collaboratively Experience in wealth management or related financial services Bachelor's degree in Finance, Economics, or related field Relevant certifications (e.g., CFA, CFP) are a plus Show more Show less