Wealth Manager

Company Description

Fisdom Private Wealth, a segment of Fisdom, India’s leading wealth-tech company, aims to provide High Net-Worth Individuals (HNIs) with a reliable and robust technology platform to meet their wealth management needs. Supported by dedicated and experienced wealth managers, the company adopts a “Phygital” model (physical + digital) to deliver best-in-class services to mass affluent and high-net-worth individuals.

Role Description

This is a full-time on-site role for a Wealth Manager located in Ranchi. The Wealth Manager's daily tasks include financial planning, investment management, and providing tailored financial advice to clients. This role involves actively managing client portfolios, offering insights on investment opportunities, and ensuring clients' wealth management needs are met comprehensively.

Qualifications

1. Skills in Financial Planning, Finance, and Investments
2. Proficiency in Investment Management and Insurance
3. Excellent interpersonal and communication skills
4. Ability to understand and anticipate client needs
5. Experience with wealth management tools and technologies
6. Bachelor's degree in Finance, Economics, Business, or a related field
7. Relevant certifications such as CFA, CFP, or similar are advantageous