ER
Wealth Manager
elevate realty & investments · Ahmedabad · onsite · Posted 31d ago
Not disclosedFresherfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
We are looking to hire a CFP/CWM/Wealth Manager with relevant experience in the wealth management industry.
We are a real estate brokerage firm, and we are looking for a candidate who can help us build a new wealth and investment advisory vertical.
Key responsibilities:
• Help clients build diversified portfolios across alternative investments, PMS, mutual funds, precious metals and other suitable financial products.
• Assist us in setting up the required compliance and regulatory framework for the new vertical.
• Provide insights on financial products, particularly AIFs, equities, PMS, real estate and other investment avenues.
• Develop investment strategies based on clients objectives, risk profile and requirements.
• Contribute to research, portfolio monitoring and investment decision-making.
• Think like an investor and have a strong understanding of risk and returns.
Requirements:
• Proven experience working as a Wealth Manager / Investment Advisor / Financial Planner.
• Strong understanding of financial products and Indian financial markets.
• NISM certification is required.
• CFP / CWM certification will be an added advantage.
• Strong analytical, communication and client-management skills.
• Practical investment approach and the ability to evaluate opportunities from an investor's perspective.
We are a real estate brokerage firm, and we are looking for a candidate who can help us build a new wealth and investment advisory vertical.
Key responsibilities:
• Help clients build diversified portfolios across alternative investments, PMS, mutual funds, precious metals and other suitable financial products.
• Assist us in setting up the required compliance and regulatory framework for the new vertical.
• Provide insights on financial products, particularly AIFs, equities, PMS, real estate and other investment avenues.
• Develop investment strategies based on clients objectives, risk profile and requirements.
• Contribute to research, portfolio monitoring and investment decision-making.
• Think like an investor and have a strong understanding of risk and returns.
Requirements:
• Proven experience working as a Wealth Manager / Investment Advisor / Financial Planner.
• Strong understanding of financial products and Indian financial markets.
• NISM certification is required.
• CFP / CWM certification will be an added advantage.
• Strong analytical, communication and client-management skills.
• Practical investment approach and the ability to evaluate opportunities from an investor's perspective.
Sourced from foundit
Skills
Compliance and regulatory frameworkCWM certificationMutual FundsReal EstateEquitiesNISM certificationPrecious Metals