Wealth Manager

Company Description-

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth management

platform, added over 100 products to it, and earned the trust of thousands of investors.

Role Description-

This is a full-time on-site role for a Private Wealth Manager located in Bengaluru. The Private Wealth Manager will be responsible for providing personalized financial planning, estate planning, and investment management services. The day-to-day tasks include developing comprehensive financial plans, managing investment portfolios, conducting client meetings, and offering tailored advice to help clients achieve their financial goals.

We are looking for confident professionals with -

• Preferably 5+ years of experience in selling financial products

• Experience in banks, securities, or wealth management firms

• Entrepreneurial mindset with a strong client network

• Financial Planning and Wealth management.

• Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills

• Ability to build and maintain client relationships

• Bachelor's degree in Finance, Economics, or related field

What we offer?

• We will treat you like an entrepreneur. This is a role of limitless growth potential with the

opportunity to do your best work