Wealth Manager

Company Description

Sahaj Wealth Private Limited provides a diversified range of investment and financial solutions through a unified platform. Our offerings include mutual funds, bonds/NCDs, insurance, unlisted stocks, equity/derivatives trading, PMS/AIF, loans (secured/unsecured), corporate funding, M&A assistance, structured products, and special debt AIFs. We focus on delivering customized financial services to meet the diverse needs of our clients. By providing a one-stop solution for various investment opportunities, we aim to foster growth and financial success for our customers.

Role Description

This is a full-time, on-site role located in Bengaluru for a Wealth Manager. In this position, the Wealth Manager will manage client relationships, develop personalized financial planning strategies, and provide investment recommendations tailored to individual and corporate needs. Key responsibilities include analyzing clients' financial health, managing investment portfolios, ensuring comprehensive insurance coverage, and identifying opportunities for wealth growth. The Wealth Manager will also collaborate with other financial experts to deliver optimal solutions.

Qualifications

• Expertise in Financial Planning and Investment Management
• Knowledge of Investments, including equities, mutual funds, and structured products
• Understanding of Finance and Insurance products and services
• Strong analytical, communication, and client relationship management skills
• Ability to customize financial solutions based on diverse client needs
• Minimum Bachelor's degree in Finance, Economics, or related fields; professional certifications (such as CFP or CFA) are a plus
• Proven track record in wealth or investment management is highly desirable