Wealth Manager
1 hour ago
Company Description
Finogent Solutions LLP caters to affluent and high-net-worth individuals (HNWIs) globally, offering customized portfolio management and multi-office services covering Global Wealth Management. The firm provides specialized services to address the unique financial needs of HNWIs, distinct from those of mass affluent and retail investors. With expertise in Life Stage Planning and Corporate Advisory, Finogent offers clients access to exotic and differentiated products, helping them achieve their financial goals.
Role Description
This is a full-time, on-site role located in New Delhi for a Wealth Manager. The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to clients. Day-to-day tasks include developing customized financial plans, managing investment portfolios, conducting financial analysis, and advising clients on investment opportunities. The Wealth Manager will also work closely with clients to understand their financial needs and goals, ensuring tailored solutions to meet their specific requirements.
Qualifications
- Financial Planning skills
- Investment Management and Investments skills
- Finance and Insurance skills
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Economics, Business, or a related field
- Relevant certifications (e.g., CFP, CFA) are a plus
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