Junior Wealth Manager - Finnovate

Company

Finnovate

Job Title

Junior Wealth Manager

Location

Andheri East, Mumbai

Experience Required

2+ Years

Employment Type

Full-Time

Compensation

Up to 7 LPA

About the Role

Finnovate is looking for a energetic and client-focused Junior Wealth Manager to join our growing team. The ideal candidate will be responsible for building strong client relationships, understanding financial goals, and providing customized wealth management solutions. This role requires solid financial advisory skills, market awareness, and the ability to guide clients toward long-term financial success.

Key Responsibilities
Build and maintain strong relationships with clients by understanding their financial goals and investment needs.
Provide personalized financial planning and wealth management solutions.
Advise clients on investment strategies, portfolio management, insurance, and financial security planning.
Analyze financial data and client portfolios to provide strategic recommendations.
Stay updated with market trends,



financial regulations, and industry best practices.
Monitor and review client portfolios regularly to optimize financial outcomes.
Represent Finnovate in client meetings, conferences, and industry events to promote financial literacy and brand visibility.
Ensure high levels of client satisfaction through proactive communication and relationship management.

Required Skills & Qualifications
Bachelor’s degree in Finance, Economics, Commerce, or a related field.
CFP Certification preferred.
Mandatory qualification: NISM XA – XB certification.
Robust understanding of financial planning, investment products, and wealth management.
Excellent communication, presentation, and stakeholder management skills.
Analytical mindset with the ability to interpret financial data and provide actionable insights.
Self-motivated, goal-oriented, and passionate about helping clients achieve financial success.
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📌 Finnovate Jr Wealth Manager Mumbai (India)
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