Private Wealth Manager

4 days ago

Delhi, Delhi, India Ingenetus Full time
Company Description

At Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our services cover portfolio management, mutual funds, fixed income products, real estate, estate planning, and insurance. We emphasize a collaborative team approach, transparency, and high client focus to deliver customized solutions and proactive risk management.
Role Description

This is a full-time on-site role for a Private Wealth Manager at Ingenetus, located in New Delhi. The Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions. Daily tasks include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service.
Qualifications
  • Financial Planning and Estate Planning skills
  • Certified Financial Planner (CFP) designation
  • Investment Management and Finance expertise
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Experience in client-focused roles and wealth management
  • Bachelor's degree in Finance, Economics, Business, or a related field

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