Wealth Manager

13 hours ago

Delhi, Delhi, India Prognosis Financial Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Company Description

Prognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market dynamics, enabling us to offer personalized guidance and strategies. We prioritize open communication and transparency, ensuring clients are informed every step of the way. At Prognosis Financial, every client is paired with a dedicated Wealth Manager to provide tailored solutions and exceptional value.

Role Description

This is a full-time on-site role for a Wealth Manager, located in New Delhi. The Wealth Manager will develop and implement financial strategies for clients, conduct financial planning, and provide investment management services. Daily tasks include client meetings, financial assessments, portfolio management, and collaborating with product specialists to craft custom solutions tailored to individual client needs.

Qualifications

  • Financial Planning skills and experience
  • Investment Management and Investment expertise
  • Knowledge in Finance and Insurance
  • Excellent communication and interpersonal skills
  • Capability to work collaboratively with a team
  • Bachelor's or Master's degree in Finance, Economics, or related field.

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