Wealth Manager

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About Wealixir

Wealixir is a growing financial consulting and wealth advisory firm helping individuals and businesses make smarter financial decisions. We provide personalized investment strategies, financial planning, and insurance solutions

Role Overview

We are seeking an experienced Wealth Manager

Key Responsibilities

• Develop and implement comprehensive financial plans tailored to client goals.
• Manage client investments, monitor portfolios, and ensure regular reviews.
• Provide insurance solutions and guide clients on risk management strategies.
• Oversee day-to-day financial aspects for clients, including investment, insurance, and other financial planning needs.
• Prepare detailed financial quotations, proposals, and presentations.
• Stay updated with market trends, investment products, and regulatory changes.

Requirements

• Experience:

  Minimum 3–4 years in wealth management, preferably with banks or financial advisory firms.
• Expertise in financial planning and management.
• Strong experience in investments and finance.
• Knowledge of insurance principles.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.

• Bachelor’s degree in Commerce.

• CFP and CFA certifications are a plus.

• Proven ability to build and manage HNI client relationships.

• Proficiency in preparing client quotations and investment plans.