Wealth Manager
1 week ago
Company Description
Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering individuals to make informed financial decisions.
Role Description
This is a full-time on-site role for a Wealth Manager located in Mumbai. As a Wealth Manager, you will be responsible for providing financial planning advice and guidance to clients. This includes investment management, offering insight into investment opportunities, managing portfolios, and ensuring financial goals are met.
Experienced bankers with good client relationship skills will be preferred.
Also people who come with experince of handling HNI clients in industries like luxury products , premium real estate etc.
Attractive hike, incentive and ESOP provisions.
Company recently raised a million dollar funding at a vluation of 50 crores.
Qualifications
- Financial Planning and Investment Management skills
- Knowledge of various investment options and strategies
- Finance and Insurance expertise
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to build and maintain client relationships
- Relevant certifications or qualifications in finance, such as CFP or CFA, are highly beneficial
- Prior experience in wealth management or financial advisory roles is preferred
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