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Wealth Manager

The closing Gap

2 - 6 years

0 Lacs

thiruvananthapuram kerala

Posted:13 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 motivated and client-focused Wealth Management Associate / Advisor interested in joining a financial advisory team in Trivandrum, Kerala, you should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning. You must possess a strong understanding of financial markets, portfolio strategies, and client relationship management. **Key Responsibilities:** - Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite - Provide personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products - Conduct periodic portfolio reviews - Stay up-to-date with market trends and regulatory guidelines - Collaborate with internal teams for client onboarding and compliance checks - Build and maintain long-term client relationships - Achieve business targets - Organize client meetings, webinars, and financial literacy sessions **Qualifications Required:** - 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 **Additional Details:** - Having certifications such as CFP, CFA (Level 1), or other financial planning credentials would be advantageous - Exposure to HNI/UHNI client management and experience with digital wealth platforms and tools are beneficial 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