Client Hiring

Role Descrng>iption The Wealth Manager is a full-time, in office role based in Pune, responsible for advising clients on strategies to grow, protect, and manage their wealth. This role includes assessing clients financial situations, defining short- and long-term objectives, and developing tailored financial plans that integrate investments, insurance, and tax considerations. The Wealth Manager will monitor portfolios, recommend appropriate investment products, and adjust strategies in response to market conditions and client needs. Day-to-day activities involve client meetings, preparation of reports and proposals, collaboration with internal teams to implement solutions, and adherence to regulatory and compliance standards. The role also requires ongoing market research, maintaining detailed records, and building long-term, trust-based client relationships.

Looking for 5+ yrs of experience

Qualifications

- Strong Financial Planning skills, including goal-based planning and retirement, tax, and estate planning.
- Experience in Investment Management,



including portfolio construction, asset allocation, and risk management.
- Knowledge of Investments across asset classes such as equities, fixed income, mutual funds, and alternative products.
- Solid understanding of Finance principles, financial analysis, and regulatory and compliance requirements.
- Practical experience with Insurance solutions, including life, health, and risk-cover products as part of holistic wealth plans.
- Bachelor's degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Excellent analytical, communication, and interpersonal skills, with the ability to explain complex financial concepts clearly.
- Proven ability to build and maintain client relationships, work with integrity, and meet performance and compliance standards.
- Comfort working on-site in Pune with strong time management and organizational skills.

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📌 Wealth Manager (Pune)
🏢 Next Generation Technology Solutions
📍 Pune