WealthVault Research and Analytics Pvt. Ltd. is a team of highly skilled professionals based in Chandigarh, dedicated to providing world-class investment services and solutions to investors in India and around the globe. We specialize in offering UHNI and HNI clients a comprehensive investment product suite supported by in-depth research and analysis.
Our services include investment solutions across equity, fixed income, and alternatives, as well as risk analysis, insurance planning, investment planning, tax and estate planning, and retirement planning. Role Description
This is a full-time on-site role for a Senior Wealth Manager at WealthVault Research and Analytics Pvt. Ltd. in Chandigarh.
The Wealth
Manager will be responsible for financial planning, investment management, managing investments, overseeing finances, and providing insurance planning services to clients. The role will involve developing personalized financial plans, analyzing investment options, and ensuring financial security and growth for clients.
Key Responsibilities: Client Acquisition & Business Development
Cross-Selling & Upselling Professional Conduct & Company Policies
Dress Code & Professionalism
Focus on Company Business Qualifications
Financial Planning and Investment Management skills
Experience in Investments, banking and Finance
Insurance knowledge
Solid analytical and problem-solving skills
Excellent interpersonal and communication skills
Relevant certifications such as CFA, CFP, or equivalent
- Master's degree in Finance, Economics, or related field Requirements added by the job poster
- 3+ years of Financial Services experience
- 3+ years of experience in Sales
- Master's Degree
📌 Senior Wealth Manager (Chandigarh)
🏢 WealthVault Research and Analytics
📍 Chandigarh
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