Wealth Manager

3 days ago

Pune, Maharashtra, India Wealth First Portfolio Managers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company Description

With over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management solutions.

Role Description

This is a full-time on-site role for a Wealth Manager, located in Pune. The Wealth Manager will be responsible for designing and implementing effective financial plans, managing investment portfolios, and providing clients with expert financial advice. The role also involves assessing clients' financial statuses, preparing financial strategies, and offering support in insurance planning and investment management.

Qualifications

  • Expertise in Financial Planning and Finance
  • Experience in Investment Management and handling various Investments
  • Knowledge of Insurance products and services
  • Strong analytical and critical thinking skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Relevant certifications (e.g., CFP, CFA) are a plus

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