Wealth Manager

Company Description

Sahaj Wealth Private Limited provides a comprehensive platform for managing a diverse range of financial products and services. These include mutual funds, bonds, insurance, unlisted stocks, equity/derivatives trading, portfolio management services (PMS), alternative investment funds (AIF), and structured products. Additionally, the company supports clients with secured and unsecured loans, corporate funding, M&A assistance, and special debt AIFs. Sahaj Wealth is dedicated to offering tailored financial solutions and investment strategies to meet the unique needs of its clients.

Role Description

We are seeking a skilled Wealth Manager for a full-time, on-site position based in Bengaluru. The Wealth Manager will be responsible for creating and implementing customized financial strategies, managing investment portfolios, providing expert advice on financial planning, and offering tailored insurance solutions. They will work closely with clients to understand their financial goals, provide regular updates, and ensure the sustainability and growth of their wealth.

Qualifications

• Proficiency in Financial Planning and Finance-related decision-making
• Strong expertise in Investment Management and Investments
• Knowledge and experience in insurance services
• Excellent interpersonal and communication skills to build and manage client relationships
• Strong analytical and problem-solving abilities for developing client-specific solutions
• Relevant certifications such as CFP, CFA, or other finance-related accreditations are a plus
• Proven track record of managing investments and achieving client satisfaction