Wealth Manager

YourMoneyWise; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

YourMoneyWise in Bengaluru is seeking a seasoned wealth advisor to guide high-net-worth clients on sophisticated investment strategies. You will craft tailored portfolios spanning mutual funds, alternative investments, and other financial products to meet client goals.

The role requires strong client acquisition and relationship management, with proven experience in wealth management or financial advisory and a deep understanding of market dynamics.

Qualifications

• MBA (Finance) or CFP preferred.
• Proven experience in wealth management or financial advisory.
• Strong client acquisition and relationship management skills.
• Deep knowledge of investment products and market dynamics.

Responsibilities

• Advise high-net-worth individuals on investment strategies.
• Offer tailored solutions across mutual funds, alternative investments, and other financial products.

Skills

Client acquisition

Relationship management

Wealth management

Education

MBA (Finance)

CFP certification

Job description

Description

Advise high-net-worth individuals on investment strategies. Offer tailored solutions across mutual funds, alternative investments, and other financial products.

Requirements

• MBA (Finance) / CFP certification preferred
• Proven experience in wealth management or financial advisory
• Strong client acquisition and relationship management skills
• Deep knowledge of various investment products and market dynamics