Wealth Manager/Relationship manager

Company Description

IntelliInvest provides a comprehensive suite of investment strategies tailored to optimize clients' wealth. Leveraging advanced technology and data analytics, IntelliInvest caters to a wide range of clients, from individual investors to institutions. Key offerings include model portfolios for different risk profiles, AI-driven portfolio insights, proprietary market indicators, and automated investment solutions. IntelliInvest’s approach combines deep market expertise with technology to empower clients with robust, data-backed strategies for long-term wealth creation.

Role Description

This is a full-time hybrid role for a Wealth Manager/Relationship Manager located in Gurugram, with some work from home acceptable. The Wealth Manager/Relationship Manager will be responsible for developing and managing client relationships, providing tailored financial advice, creating and overseeing investment strategies, and ensuring clients meet their financial objectives. The role includes performing market analysis, financial planning, and offering continuous support to clients.

Qualifications

• Financial Planning, Finance, and Insurance skills
• Investment Management and Investments skills
• Excellent analytical and problem-solving abilities
• Strong communication and interpersonal skills
• Ability to work both independently and as part of a team
• Experience in the financial services or investment industry is advantageous
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications such as CFP, CFA, or similar are a plus