Wealth Manager

2 weeks ago

Mumbai, Maharashtra, India IIFL Capital Services Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Company Description

IIFL Capital Services Ltd., formerly known as IIFL Securities Ltd., is one of India's premier financial services conglomerates, providing top-tier Investment Banking, Institutional Equity Sales, Retail Broking, distribution of financial products, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation, and excellence in financial services. We serve a diverse clientele, including Ultra High Networth Individuals (UHNIs), High Networth Individuals (HNIs), Affluent clients, and Institutional clients. Our comprehensive range of services ensures clients receive expert guidance in wealth preservation, growth, tax optimization, and succession planning.

Role Description

This is a full-time, on-site role for a Wealth Manager based in Mumbai. The Wealth Manager will be responsible for providing financial planning, investment management, insurance solutions, and executing finance-related strategies for our clients. Day-to-day tasks include conducting financial assessments, developing tailored financial plans, managing investment portfolios, and providing ongoing client support and financial advice.

Qualifications

  • Financial Planning and Finance skills
  • Investment Management and Investments expertise
  • Knowledge of Insurance solutions
  • Excellent interpersonal and communication skills
  • Ability to analyze and interpret financial data
  • Experience in client relationship management
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Relevant certifications (e.g., CFP, CFA) are a plus

Experience

5 years + in the Wealth Management and having existing client base with Wealth AUM

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