Wealth Manager

Company Description

Since 2009, Smart Advisors has been dedicated to fostering sustainable growth for entrepreneurs and small to medium enterprises. We believe in building businesses that endure over generations, not just achieving short-term financial goals. With a global perspective and proprietary frameworks, we provide customized strategies that address the unique challenges of each business. By leveraging extensive expertise and cutting-edge methodologies, we help our clients unlock long-term value and achieve their vision of success. Join us in shaping the future of sustainable business growth.

Role Description

This is a full-time, on-site Wealth Manager role based in Chennai. The Wealth Manager will be responsible for providing professional financial advisory services, creating and managing investment strategies, and developing tailored financial plans to meet clients’ goals. Daily responsibilities include analyzing clients' financial situations, researching market trends, monitoring investment portfolios, and building strong client relationships to ensure financial objectives are met. The Wealth Manager will act as a trusted partner in guiding clients toward achieving long-term financial success.

Qualifications

• Expertise in Financial Planning, Investment Management, and Wealth Advisory services
• Strong Analytical Skills, Market Research, and Risk Assessment capabilities
• Exceptional Interpersonal Skills, Client Relationship Management, and Communication abilities
• Understanding of Financial Regulations, Compliance, and Tax Optimization strategies
• Bachelor's or Master's degree in Finance, Economics, Business, or a related field
• Professional certifications such as CFA, CFP, or equivalent are highly desirable
• Proven track record in managing diverse investment portfolios and delivering results
• Proficiency with financial software tools and platforms
• Ability to work collaboratively within a team-focused environment