Founded in 1995, SPA Group is one of India’s leading financial advisory firms. We offer a comprehensive suite of solutions across wealth management, insurance broking, investment banking, merchant banking, corporate finance, transaction advisory, and valuation services. Our unwavering commitment to professionalism and client-centricity has earned us the trust of prominent corporations, family enterprises, high-net-worth individuals, financial institutions, and government agencies.

Role Description

This is a full-time, on-site role located in New Delhi for a Wealth Manager. The Wealth Manager will be responsible for providing clients with financial planning and investment management services. They will work on creating customized investment strategies, managing client portfolios, and providing comprehensive advice on financial products including insurance. The Wealth Manager will also conduct regular reviews of client portfolios and stay updated on financial markets and products.

Qualifications

Financial Planning skills
Investment Management and Investments skills
Knowledge of Finance and Insurance
Excellent analytical and communication skills
Proven ability to build and maintain client relationships
Ability to work independently and assess client needs accurately
Bachelor's degree in Finance, Economics, or related field is preferred
Relevant certification such as CFP (Certified Financial Planner) is a plus

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Wealth Manager