Wealth Manager

1 week ago

Bengaluru, India nucleo Full time

Role Overview: As a Wealth Manager, you will manage and grow client relationships by

providing comprehensive financial planning and investment management services. Your

primary focus will be on assisting clients in achieving their wealth goals, especially as they

pertain to fundraising initiatives. You’ll help navigate financial decisions, build personalized

investment portfolios, and monitor these portfolios to adapt to changing market conditions.


Key Responsibilities:


  • Client Relationship Management: Establish and maintain strong relationships with high-

net-worth individuals, families, and organizations to understand their financial goals.


  • Financial Planning: Develop comprehensive wealth management strategies, including

investment planning, and tax strategies, aligned with clients objectives.


  • Fundraising Strategy Development: Collaborate with clients to design and implement

effective fundraising strategies that support their philanthropic missions.


  • Investment Management: Provide advice on asset allocation and investment opportunities,

ensuring alignment with clients’ risk tolerance and financial objectives.


  • Market Research: Stay informed about market trends, investment opportunities, and

philanthropic developments to provide clients with up-to-date insights and advice.


  • Compliance and Reporting: Ensure all activities comply with relevant regulations and

maintain accurate records of client interactions and transactions.


  • Collaboration: Work closely with internal teams to identify opportunities for collaboration

and support the overall fundraising efforts of the organization.


Qualifications:

  • 4-5 years of experience in wealth management, financial planning, or investment advising,

ideally within a fundraising or non-profit sector.

  • Strong knowledge of financial products, tax strategies, and estate planning.
  • Excellent analytical and strategic thinking skills, with the ability to interpret complex data and

market trends.

  • Exceptional interpersonal skills and ethical standards to maintain client trust and

confidentiality.

  • Ability to work independently and as part of a team in a fast-paced environment.
  • Relevant certifications like CFP, CFA, or CPWA preferred.

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