Wealth Manager
1 week ago
Company Description
Carrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. We offer adaptive, data-driven model portfolios across mutual funds, direct equity, smart beta, and thematic strategies, each tailored to clients' objectives and risk profiles. Our advanced quantitative models and machine learning technologies, combined with institutional-grade risk management, create portfolios designed for dynamic markets. At Carrin & Stone Advisory, we are dedicated to precision investing, transparent guidance, and uncompromising fiduciary standards.
Role Description
This is a full-time remote role for a Wealth Manager. The Wealth Manager will be responsible for creating and managing investment strategies, conducting financial planning, and providing comprehensive investment advice. Daily tasks will include managing client portfolios, advising on insurance and finance matters, and ensuring all recommendations align with clients' risk profiles and financial goals.
Qualifications
- Financial Planning and Finance skills
- Experience in Investment Management and Investments
- Knowledge of Insurance products and strategies
- Strong analytical and quantitative skills
- Excellent written and verbal communication skills
- Ability to work independently and remotely
- Experience in using advanced quantitative models and machine learning technologies is a plus
- Bachelor's degree in Finance, Economics, Business, or related field
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