Wealth Manager

6 days ago

Ahmedabad, Gujarat, India Premia Capital Pvt Ltd. Full time

Company Description

Premia Capital Pvt Ltd is an exclusive wealth management company , is dedicated to helping clients achieve financial prosperity through personalized and comprehensive financial solutions. Offering services like equity, mutual funds, insurance, demat account opening, portfolio management services (PMS), alternative investment funds (AIF), and bonds, Premia Wealth Trade is committed to excellence and integrity. With a professional team focused on client satisfaction, the company provides tailored guidance to support clients' financial goals with confidence. Join Premia Wealth Trade and experience a trusted partnership in your financial journey.

Role Description

This is a full-time on-site role for a Wealth Manager, based in Ahmedabad. The Wealth Manager will work closely with clients to understand their financial needs and goals, create tailored financial plans, manage investment portfolios, recommend suitable insurance products, evaluate financial markets, and identify growth opportunities. The role also involves providing expertise in client relationship management to ensure exceptional client experiences and long-term partnerships.

Qualifications

  • Expertise in Financial Planning and Investment Management
  • In-depth understanding of Investments and Finance
  • Knowledge and experience in Insurance and related products
  • Strong interpersonal and communication skills
  • Proven ability to build and maintain client relationships
  • Proficiency in analyzing financial markets and identifying opportunities
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
  • Bachelor's degree in Finance, Economics, or related field preferred

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