Wealth Manager

Company Description

Unified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is holistic, unbiased, and follows the principles of risk profiling, asset allocation, and diversification, supported by strong research. We are backed by 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 providing comprehensive financial planning and investment management services to clients. Day-to-day tasks include developing and implementing financial strategies, managing investment portfolios, offering tailored financial advice, and ensuring client satisfaction. The Wealth Manager will also be responsible for conducting regular reviews and updates to clients' financial plans and investments.

Qualifications

• Financial Planning and Finance skills
• Investment Management and Investments skills
• Insurance skills
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work independently and in a team setting
• Experience in wealth management or financial services is a plus
• Bachelor's degree in Finance, Economics, Business, or a related field