Wealth Manager

2 weeks ago

Mohali, Punjab, India Ananta Mentors Pvt. Ltd. Full time ₹ 6,00,000 per year

Job description: Wealth Manager

Location: Mohali (Onsite)

Job Types: Full-time, Permanent

Company Overview:

we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions (Mutual Funds, PMS, Equity Markets, Insurance, etc that offer both diversity and growth potential.

Our Expertise: With decades of combined experience, our team navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance.

Postion Summary:

We are seeking a knowledgeable and client-focused Wealth manager to provide expert financial guidance and investment advice to our clients. The ideal candidate will assess client needs, develop personalized financial plans, and recommend suitable investment strategies to help clients achieve their financial goals.

Key Responsibilities:

Client Consultation & Relationship Management

Engage with clients to understand their financial objectives, risk tolerance, and investment preferences.

Build and maintain strong, long-term relationships with clients through regular follow-ups and portfolio reviews.

Educate clients on financial concepts, market trends, and available investment options.

Financial Planning & Advisory

Develop customized financial plans covering investments, retirement planning, tax strategies, and wealth management.

Recommend suitable financial products such as mutual funds, insurance, stocks, bonds, and alternative investments based on client profiles.

Conduct periodic portfolio reviews to adjust financial strategies in line with market conditions and life changes.

Market & Investment Research

Stay updated on market trends, investment opportunities, and regulatory changes.

Analyze financial data and economic indicators to provide informed investment recommendations.

Maintain accurate records of client interactions and transactions.

Business Development & Networking

Identify and pursue new business opportunities through referrals, networking, and strategic partnerships.

Conduct financial literacy workshops and seminars to attract potential clients.

Qualifications:

Education: Bachelor's degree in finance, Economics, Business, or related field (CFP, CFA, or relevant certification preferred)

Experience: 4+ years of experience in wealth manager or investment consulting.

Skills:

Strong analytical and problem-solving abilities.

Balancing the Business Development initiatives with ongoing client assignments.

Excellent communication and interpersonal skills.

Proficiency in financial planning tools.

Ability to explain complex financial concepts in a simple manner.

Sales and negotiation skills for client acquisition and retention.

Networking skills.

Independently delivering on the assignments.

Benefits:

Cell phone reimbursement

Schedule- Day shift

Supplemental Pay

Commission pay

Performance bonus

Job Type: Full-time

Pay: Up to ₹600,000.00 per year

Work Location: In person

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