Wealth Manager

4 days ago

Chennai, Tamil Nadu, India Eyelevel Full time ₹ 1,50,000 - ₹ 28,00,000 per year

Company Description

NJ Macson is led by a team of senior bankers with extensive experience in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth Management. Acting as an advisory board, NJ Macson provides unbiased perspectives to facilitate effective wealth creation. Our family office services in Chennai manage assets and aspirations while acting as a growth catalyst, strengthening relationships, and safeguarding family wealth and confidentiality to create lasting value for generations.

Role Description

This is a full-time, on-site role for a Wealth Manager, located in Chennai. The Wealth Manager will be responsible for providing comprehensive financial planning, managing investments, advising on finance and investment strategies, and guiding clients with insurance needs. Day-to-day tasks include client consultations, portfolio management, investment analysis, and developing personalized financial solutions to meet clients' goals and objectives.

Qualifications

  • Financial Planning and Finance skills
  • Investment Management and Investments skills
  • Knowledge of Insurance products and services
  • Excellent analytical and strategic thinking skills
  • Strong interpersonal and communication skills
  • Ability to work independently and effectively with clients
  • Experience in wealth management or a related field is a plus
  • Bachelor's degree in Finance, Business, Economics, or a related field

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