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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:21 hours ago| Platform:

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Skills Required

vision management risk profiling planning finance communication certifications

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On-site

Job Type

Full Time

Job Description

Company Description Unified Vision Wealth is a modern Wealth Management firm that caters to the financial needs of high net worth individuals, ultra-high net worth individuals, business families, and corporates. Our offerings are holistic, unbiased, and based on the principles of risk profiling, asset allocation, and diversification. We are 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, investments, finance, and insurance in line with the clients' expectations and goals. Qualifications Financial Planning and Investment Management skills Experience in Investments and Finance Knowledge of Insurance products Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work collaboratively and independently Relevant certifications such as CFP, CFA, or MBA in Finance Show more Show less

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