Wealth Manager

Location:
Noida

Company:
FINVESTMENTS

About the Role

The Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combines
investment advisory, financial analysis, client relationship management, and business development
. The ideal candidate should have strong analytical abilities, sales acumen, and a client-centric mindset.

Key Responsibilities

1. Investment Advisory & Portfolio Management

• Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments.
• Construct and manage diversified portfolios aligned with client objectives.
• Monitor client portfolios and recommend rebalancing strategies as required.
• Simplify complex financial products and guide clients on SIPs, tax-saving investments, and long-term wealth-building.

2. Market & Financial Analysis

• Conduct in-depth research on mutual funds, stock markets, insurance plans, and other investment options.
• Track macroeconomic trends and industry developments for data-driven advisory.
• Evaluate fund performance using NAV, risk-return metrics, and fund manager insights.
• Compare insurance policies (life, health, term, ULIPs, etc.) to suggest optimal solutions.

3. Client Relationship Management

• Build and nurture strong client relationships with regular portfolio reviews and updates.
• Onboard new clients by identifying financial needs and creating investment strategies.
• Address queries related to investments, insurance, taxation, and regulations.
• Conduct client education sessions on financial planning and market awareness.

4. Sales & Business Development

• Drive sales of mutual funds, insurance, and financial services by tapping new opportunities.
• Generate leads via referrals, networking, and marketing campaigns.
• Collaborate with sales teams to enhance client acquisition and retention.
• Organize financial awareness programs, webinars, and workshops.

5. Compliance & Regulatory Adherence

• Ensure compliance with SEBI, AMFI, and IRDAI guidelines.
• Maintain accurate records of transactions, client documents, and interactions.
• Support audits and ensure transparency in all recommendations.

6. Reporting & Performance Tracking

• Prepare investment reports, portfolio summaries, and risk assessments.
• Use financial modelling and analytics tools to track performance.
• Share periodic updates with management on sales growth and client portfolio performance.

Key Skills & Qualifications

Essential Skills:

• Strong knowledge of mutual funds, insurance, stock markets, and wealth management.
• Excellent analytical, communication, and client-handling skills.
• Ability to explain financial concepts clearly and convincingly.
• Sales orientation with a result-driven approach.

Technical Skills:

• Proficiency in MS Excel, portfolio analysis, and financial modelling.
• Knowledge of CRM platforms and financial planning tools.
• Familiarity with taxation aspects of mutual funds and insurance.

Qualifications:

• Bachelor's or Master's degree in Finance, Economics, Business Administration, or related fields.
• Certifications preferred: NISM Series V-A (Mutual Fund Distributors), CFP, CFA, or IRDAI Insurance Advisor License.
• Experience: 6 months – 5 years in wealth management, financial advisory, or investment planning.

Why Join FINVESTMENTS?

• Opportunity to work in a
  fast-growing investment consultancy
  with a client-first approach.
• Exposure to diverse financial products and wealth management strategies.
• Growth-oriented culture with training and mentorship opportunities.