Private Wealth Manager

1 week ago


Gurgaon, India IntelliInvest Full time
Company Description

IntelliInvest offers a range of investment strategies and services utilizing technology and data analytics to cater to individual investors and institutions. Services include investment advisory, portfolio management, research tools, AI-powered solutions, and financial literacy education. The company combines market expertise with technology to provide data-backed investment strategies for long-term wealth creation.

Role Description

This is a full-time hybrid role for a Private Wealth Manager at IntelliInvest in Gurugram, with the flexibility for remote work. The Private Wealth Manager will be responsible for providing investment advisory, portfolio management services, conducting market analysis, utilizing AI-powered solutions, and educating clients on financial literacy.

Qualifications
  • Financial Planning and Investment Management skills
  • Estate Planning and Certified Financial Planner certification
  • Experience in Finance and Wealth Management
  • Strong analytical and problem-solving skills
  • Excellent communication and client management skills
  • Bachelor's or Master's degree in Finance, Economics, or related field


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