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Unified Vision Wealth
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Wealth Manager

Wealth Manager

Unified Vision Wealth

0 years

0 Lacs

Chennai, Tamil Nadu, India

Posted:1 month ago| Platform:

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Skills Required

vision management risk profiling research planning finance communication certification

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On-site

Job Type

Full Time

Job Description

Company Description Unified Vision Wealth is a modern Wealth Management firm catering to the financial needs of HNI, UHNI, business families, and corporates. Our holistic and unbiased wealth offering is based on risk profiling, appropriate asset allocation, and diversification, supported by strong research. Unified Vision Wealth is backed by our parent company, Unified Vision Capital, a global bank headquartered in New Delhi. Role Description This is a full-time on-site role for a Wealth Manager located in Chennai. The Wealth Manager will be responsible for financial planning, investment management, managing investments, finance, and insurance for high-net-worth individuals, ultra-high-net-worth individuals, business families, and corporates on a day-to-day basis. Qualifications Financial Planning, Investment Management, and Finance skillsExperience in managing investments and insurance productsStrong analytical and problem-solving skillsExcellent communication and interpersonal abilitiesKnowledge of tax laws and regulationsAbility to work effectively in a team environmentRelevant certification such as CFP, CFA, or CPA is a plus

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