Wealth Relationship Manager Talent Leads HR Solutions

The Corporate Institute; Indore District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

The Corporate Institute is seeking a Wealth Manager to design and oversee investment strategies for clients in Indore. You will conduct financial planning, monitor portfolios, and provide investment advice to help clients achieve their goals.

Building strong client relationships and disciplined investment practices are core to this role. The ideal candidate has strong financial planning and investment management skills, excellent analytical and communication abilities, and a Bachelor’s degree in

Qualifications

• Strong financial planning and investment management skills.
• Excellent analytical and problem-solving abilities.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Bachelor’s degree in Finance, Economics, or related field; CFP/CFA certification is a plus.

Responsibilities

• Create and manage investment strategies for clients
• Conduct financial planning and provide investment management services
• Monitor portfolios and offer investment advice
• Build and maintain client relationships
• Ensure clients meet their financial goals through effective investment practices

Skills

Financial planning

Investment management

Analytical skills

Communication skills

Teamwork

Education

Bachelor's degree in Finance, Economics, or related field

CFP or CFA certification

Job description

As Wealth Manager , your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, building and maintaining client relationships, and ensuring clients meet their financial goals through efficient and effective investment practices.

Key Responsibilities:

• Create and manage investment strategies for clients
• Conduct financial planning and provide investment management services
• Monitor portfolios and offer investment advice
• Build and maintain client relationships
• Ensure clients meet their financial goals through effective investment practices

Qualification Required:

• Strong financial planning and insurance skills
• Proficiency in investment management, investments, and finance
• Excellent analytical and problem-solving abilities
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor’s degree in Finance, Economics, or related field; CFP or CFA certification is a plus
• Experience in wealth management or a related field is preferred