Wealth Manager

Company Description

SoHo Wealth is a boutique wealth management firm based in Hyderabad, India. We collaborate with Family Offices, HNIs, and C-Suite executives to design investment allocation strategies tailored to investor appetites and goals. Our specialization includes a wide range of investment options such as Mutual Funds, PMS, AIFs, Private Investing (VC, PE), Real Estate, Pre-IPOs, and offshore investing. We are registered as an AMFI MF Distributor and APMI PMS Distributor, with a SEBI RA license underway.

Role Description

This is a contract role for a Wealth Manager, which is fully remote. The Wealth Manager will be responsible for creating customized financial plans, managing investments, analyzing financial data, and providing clients with appropriate financial products and services. Day-to-day tasks will include client consultations, portfolio management, monitoring market trends, and ensuring compliance with financial regulations.

Qualifications

• Financial Planning and Investments skills
• Expertise in Investment Management and Finance
• Knowledge of Insurance products and financial instruments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant certifications such as CFP, CFA, or similar are a plus
• Experience in wealth management or a related field is preferred

This is purely a Commission based role