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Virtual Wealth Manager

2 months ago

Mumbai, India PEOPLEOCITY LLP Full time
Job Description



A Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology, digital banking, and the increasing need for personalized financial advice in a convenient, virtual setting. Here’s a detailed breakdown of the job profile:

 

1. Job Description:

-Client Relationship Management: Build and maintain relationships with clients through virtual communication channels (video calls, phone, chat, emails).

- Financial Planning: Offer personalized financial planning services based on clients' risk profiles, financial goals, and timelines.

- Investment Advisory: Recommend investment products such as mutual funds, equities, bonds, insurance, and alternative assets based on market trends.

- Portfolio Management: Monitor, rebalance, and optimize client portfolios to ensure alignment with their financial objectives.

- Financial Education: Help clients understand market conditions, investment strategies, and the benefits of financial products.

- Wealth Growth Strategies: Develop wealth creation strategies, including tax planning, retirement planning, and estate planning.

- Digital Tools Utilization: Use wealth management software, robo-advisory tools, and other digital platforms for client servicing, portfolio tracking, and analytics.

 

2. Required Skills:

- Financial Expertise: Knowledge of financial products, markets, and regulations in India (SEBI, RBI norms).

- Analytical Skills: Ability to analyze financial data, client portfolios, and market trends.

- Communication Skills: Strong verbal and written communication skills for explaining complex financial concepts.

- Technological Proficiency: Familiarity with virtual advisory platforms, financial planning tools, and CRM software.

- Customer Service Orientation: Ability to handle client queries efficiently and provide personalized solutions.

- Problem-Solving: Ability to provide tailored solutions based on a client's financial situation and goals.

 

3. Educational Qualifications:

- Bachelor’s Degree: Preferred in finance, economics, business administration, or commerce.

- Certifications:

- Certified Financial Planner (CFP)

- Chartered Wealth Manager (CWM)

- Chartered Financial Analyst (CFA)

- NISM or AMFI certifications for advisory roles.

 

4. Experience:

- Entry-level roles might accept candidates with a few years of experience in financial services, wealth management, or banking.

- Senior roles may require 5+ years of experience with a proven track record in managing high-net-worth individuals (HNIs) or affluent clients.

 

5. Growth Prospects:

- The role can evolve into senior wealth management positions, private banking, or leadership roles within financial advisory firms.

- As the fintech and virtual advisory landscape expands in India, opportunities for specialization in niche areas (like ESG investing, crypto advisory, etc.) may also grow.

 

 



Requirements
- Certifications: - Certified Financial Planner (CFP) - Chartered Wealth Manager (CWM) - Chartered Financial Analyst (CFA) - NISM or AMFI certifications for advisory roles.