Wealth Manager

Company Description

At Sovereign Global, we work with our clients for their financial success with integrity, trust, and transparency. Our expertise spans Debt Capital Markets, Fixed Income, Corporate Treasury, Family Offices, Wealth and Asset Management, Equity Research and proprietary trading.We deliver personalized solutions driven by innovation and market insights to high net worth individuals, family offices, corporate treasuries, and institutional investors. Founded with a commitment to tailored financial solutions, Sovereign Global provides specialized services that evolve with the financial needs of our clients.

Role Description

This is a full-time role for a Wealth Manager located in Ranchi. The Wealth Manager will be responsible for actively working on onboarding new clients by offering financial products such as Mutual Funds, Bonds and AIFs. He/she will ensure that clients’ financial goals are met with tailored approaches. The Wealth Manager will uphold the values of integrity, trust, and transparency in all client interactions and will be expected to actively travely to client locations across the eastern part of the country as required.

Qualifications

• Financial Planning and Investment Management skills
• Knowledge and experience in Mutual Funds and Bonds
• Experience and understanding of Fixed Income Products
• Excellent analytical and decision-making skills
• Strong client relationship management and communication skills
• Bachelor's degree in Finance, Economics, or a related field
• Professional certifications such as CFA, CFP, or similar are a plus
• Experience in wealth management or a similar role