Private wealth manager
7 days ago
Intelli Invest 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 Intelli Invest 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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