Private Wealth Manager

19 hours ago


Mumbai, Maharashtra, India Citrine Investments Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company Description

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Role Description

This is a full-time on-site role for a Private Wealth Manager, located in Mumbai. The Private Wealth Manager will be responsible for developing personalized financial plans for clients, providing investment advice, and ensuring effective estate planning. Additionally, the role involves managing client portfolios, monitoring investments, and maintaining long-term client relationships to achieve their financial goals.

Qualifications

  • Experience in Financial Planning and Estate Planning
  • Certified Financial Planner
  • Knowledge of Investment Management and Finance
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and manage multiple clients
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Previous experience in wealth or investment management is an asset


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