Senior Wealth Manager

3 weeks ago

Bengaluru India Liquide Full time

Job Description Looking for an experienced and client-focused professional for our Wealth Management vertical. If you're passionate about Wealth Management, Financial Planning, and delivering a premium client experience, we'd love to connect. You must have : Minimum (Yesss Minimum ) 5 years of relevant experience in financial planning or wealth management. Strong knowledge and hands-on experience across multiple asset classes including Equities, Mutual Funds, Bonds, Structured Products, and alternative investment instruments. Exceptional analytical and communication skills. What you'll do: Provide end-to-end financial planning services from retirement and education planning to home buying and wealth creation. Conduct risk profiling and design optimal asset allocation strategies tailored to individual needs. Translate market complexity into simple, actionable insights, empowering clients to make confident decisions. Qualifications: Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) or similar Additional certifications like CAIA, FRM, or advanced NISM credentials will be a strong plus.

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