Wealth manager

6 days ago

Bengaluru, India Nucleo Full time
Role Overview: As a Wealth Manager, you will manage and grow client relationships by
providing comprehensive financial planning and investment management services. Your
primary focus will be on assisting clients in achieving their wealth goals, especially as they
pertain to fundraising initiatives. You’ll help navigate financial decisions, build personalized
investment portfolios, and monitor these portfolios to adapt to changing market conditions.
Key Responsibilities:
- Client Relationship Management: Establish and maintain strong relationships with high-
net-worth individuals, families, and organizations to understand their financial goals.
- Financial Planning: Develop comprehensive wealth management strategies, including
investment planning, and tax strategies, aligned with clients objectives.
- Fundraising Strategy Development: Collaborate with clients to design and implement
effective fundraising strategies that support their philanthropic missions.
- Investment Management: Provide advice on asset allocation and investment opportunities,
ensuring alignment with clients’ risk tolerance and financial objectives.
- Market Research: Stay informed about market trends, investment opportunities, and
philanthropic developments to provide clients with up-to-date insights and advice.
- Compliance and Reporting: Ensure all activities comply with relevant regulations and
maintain accurate records of client interactions and transactions.
- Collaboration: Work closely with internal teams to identify opportunities for collaboration
and support the overall fundraising efforts of the organization.
Qualifications:
- 4-5 years of experience in wealth management, financial planning, or investment advising,
ideally within a fundraising or non-profit sector.
- Strong knowledge of financial products, tax strategies, and estate planning.
- Excellent analytical and strategic thinking skills, with the ability to interpret complex data and
market trends.
- Exceptional interpersonal skills and ethical standards to maintain client trust and
confidentiality.
- Ability to work independently and as part of a team in a fast-paced environment.
- Relevant certifications like CFP, CFA, or CPWA preferred.

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