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Home
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Jobs in Pune
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Vansh Capital
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Wealth Manager

Wealth Manager

0 - 1 years

|

2 - 3 Lacs

Posted:1 day ago| Platform:

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Skills Required

Mutual Funds Certified Financial Planner Wealth Management Financial Planning Investment Advisory Portfolio Management Investment Planning Investment Strategies Financial Advisory HNI Acquisition CFP Fund Management Investment Analysis Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales.
Develop and implement effective wealth management strategies for HNI clients.
Identify cross-selling opportunities for other banking products and services.
Ensure compliance with regulatory requirements and internal policies.

Desired Candidate Profile

0-1 year of experience in Wealth Management or related field (e.g., Investment Banking).
Certified Financial Planner (CFP) certification preferred but not mandatory.
Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.

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