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For Employers

Wealth Manager

The closing Gap

2 - 6 years

0 Lacs

thiruvananthapuram kerala

Posted:14 hours ago| Platform: Shine logo

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Skills Required

wealth management investment advisory financial planning financial markets client relationship management mutual funds insurance bonds equities market trends regulatory guidelines client onboarding investment products taxation interpersonal skills communication skills ms office cfp cfa portfolio strategies compliance checks business targets client meetings webinars financial literacy sessions risk assessment tools relationshipbuilding skills crm tools financial planning software high integrity ethical standards clientcentric mindset hnwuhnw client management digital wealth platforms

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Management Associate / Advisor in Trivandrum, Kerala, you will play a crucial role in managing and growing clients" investment portfolios to help them achieve their financial goals. Your responsibilities will include: - Assisting clients in managing their investment portfolios based on their financial goals and risk appetite - Providing personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products - Conducting periodic portfolio reviews and staying updated with market trends and regulatory guidelines - Collaborating with internal teams for client onboarding and compliance checks - Building and maintaining long-term client relationships - Achieving business targets and organizing client meetings, webinars, and financial literacy sessions To excel in this role, you should have: - 2 to 5 years of experience in wealth management, financial planning, or investment advisory - Certification in NISM (Investment Adviser / Mutual Fund Distributor) - Knowledge of investment products, taxation, insurance, and risk assessment tools - Strong interpersonal, communication, and relationship-building skills - Proficiency in CRM tools, MS Office, and financial planning software - High integrity, ethical standards, and a client-centric mindset Additionally, having certifications such as CFP, CFA (Level 1), or other financial planning credentials would be advantageous. Exposure to HNI/UHNI client management and digital wealth platforms is a plus. If you are ready to shape the financial future of clients and meet the qualifications mentioned above, please apply now by sending your CV to: fawas.m@ixiligence.com. This is a full-time position that requires in-person work in Trivandrum, Kerala.,

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Wealth Manager