Wealth Manager

Building Services Design & Energy Institute - MEPa2z; Pune District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z is seeking a Wealth Manager to join our team in Maharashtra. You will develop and maintain relationships with high-net-worth clients, understand financial goals, and tailor investment solutions, including mutual funds and strategies.

The role requires strong communication, analytical skills, and a proven client-handling track record, with awareness of regulatory requirements and NISM certifications to ensure compliance.

Qualifications

• Strong communication and interpersonal skills.
• Experience in wealth management or financial advisory.
• NISM certifications preferred for regulatory compliance.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Conduct comprehensive financial assessments and tailor investment solutions (e.g., mutual funds).
• Ensure compliance with regulatory requirements and stay updated on market trends.

Skills

Relationship management

Client handling

Analytical mindset

Job description

We are seeking a skilled Wealth Manager to join our team in Maharashtra. The ideal candidate will have a strong background in relationship management and wealth management, with a focus on handling high-net-worth individuals (HNI). As a Wealth Manager, you will be responsible for developing and maintaining client relationships, understanding their financial goals, and providing tailored investment solutions. Key responsibilities include conducting comprehensive financial assessments, recommending appropriate mutual funds and investment strategies, and ensuring compliance with regulatory requirements, including NISM certifications. You will also be expected to stay updated on market trends and investment opportunities to provide informed advice to clients. The successful candidate will possess excellent communication and interpersonal skills, a strong analytical mindset, and a proven track record in client handling.