Artharthi Services Pvt Ltd is looking for an experienced Wealth Manager to join our advisory team. The role involves creating personalised financial plans, managing investment portfolios, and guiding clients on taxation, risk management, insurance, and long-term financial goals.

Key Responsibilities

- Build and maintain solid client relationships.
- Conduct financial assessments and develop customised financial plans.
- Recommend suitable investment products (equity, debt, mutual funds, alternatives).
- Monitor portfolios and rebalance as needed.
- Provide continuous advice on markets, tax laws, and financial strategies.

Required Qualifications

- Bachelor’s degree in Finance/Economics/Business.
- Strong understanding of investment products and financial markets.
- Excellent communication and client-handling skills.

Preferred Qualifications: Master’s degree or certifications like CFP/CWM. Why Join Us: Collaborative and growth-focused environment

📌 Wealth Manager (Pune)
🏢 ARTHARTHI
📍 Pune