Wealth Manager

Kunvarji Group; Ahmedabad District; On-site; INR 500,000 - 900,000; Full time

Job summary

Kunvarji Group seeks a Wealth Manager to provide personalised financial advice and manage client portfolios in Ahmedabad and other locations. The role involves creating tailored financial plans, reviewing investments, leading a small team, and coordinating with legal and tax professionals to ensure comprehensive wealth management services.

The candidate should have 5+ years in wealth management, CFA/CFP credentials and strong client-facing skills to build trust and grow business while ensuring

Qualifications

• Strong knowledge of investment strategies and financial markets.
• Proficiency in financial planning software and tools.
• Excellent communication and interpersonal skills.
• Ability to analyze and interpret complex financial data.
• Strong leadership and team management abilities.

Responsibilities

• Develop and implement tailored financial plans based on clients' needs and risk tolerance.
• Conduct regular reviews of clients' portfolios to align with goals.
• Supervise a team of analysts and support staff to ensure quality service.
• Coordinate with legal and tax professionals for comprehensive wealth management.

Skills

Investment strategies

Financial markets

Leadership

Client relations

CFP/CFA certifications

Education

MBA

CFP or CFA

Tools

Financial planning software

Job description

Qualification: Any Graduate / Post Graduate / MBA / CFA

Experience: 5 years above

Location: Ahmedabad, Delhi, Pune, Mumbai

Open Position: 4

Job Description

A Wealth Manager is primarily responsible for providing personalized financial advice and managing the investment portfolios of clients to help them achieve their financial goals.

• Develop and implement tailored financial plans based on clients' individual needs and risk tolerance.
• Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives.
• Supervise a team of financial analysts and support staff to ensure high-quality service delivery.
• Coordinate with legal and tax professionals to provide comprehensive wealth management services.
• Monitor market trends and economic conditions to make informed investment decisions.
• Meet with clients regularly to discuss their financial status and adjust strategies as necessary.
• Prepare detailed reports and presentations on portfolio performance for clients.
• Establish and maintain strong relationships with clients to foster trust and loyalty.
• Ensure compliance with regulatory requirements and internal policies in all financial transactions.
• Identify new business opportunities and meet sales targets to expand the client base.

Wealth Manager Skill and Qualification

• Strong knowledge of investment strategies and financial markets
• Proficiency in financial planning software and tools
• Excellent communication and interpersonal skills
• Ability to analyze and interpret complex financial data
• Strong leadership and team management abilities
• Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Proficient in risk assessment and management
• Customer service orientation with a focus on client satisfaction

Required Information

• Name
• Website
• Email Address
• Phone Number Mobile Number VerifiedEdit Mobile Number
• Present Location
• Current Company
• Highest Qualification
• Total Experience (in years)
• Current CTC (Monthly)
• Expected CTC (Monthly)
• Notice Period (Days)
• Reason for Leaving
• Resume (pdf, doc, docx)