Wealth Manager

Company Description

Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the support of 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 developing and managing client portfolios, creating personalized financial plans, advising on investment strategies, and assessing insurance needs. Daily tasks will include client meetings, portfolio reviews, market research, and collaborating with other financial professionals to provide comprehensive financial solutions.

Qualifications

• Proficiency in Financial Planning and Finance
• Expertise in Investment Management and Investments
• Knowledge of Insurance products and strategies
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Experience in dealing with HNI and UHNI clients is a plus
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Professional certifications such as CFP or CFA are highly desirable