Kunvarji Wealth Solutions

Wealth Manager

Qualification: BBA/MBA Finance
Experience: 3 to 5 Years Experience in Wealth Manager/ Financial Advisor.
Location: Ahmedabad, Mumbai

Job Description

Responsibilities:


1.      Client Relationship Management:

o   Build and maintain strong relationships with clients based on trust and integrity.

o   Understand clients\\\' financial goals, objectives, and risk tolerance.

o   Regularly communicate with clients to provide updates on their financial situation and investment performance.

2.      Financial Planning:

o   Conduct comprehensive financial analyses to assess clients\\\' current financial status.

o   Develop personalized financial plans and investment strategies based on clients\\\' goals and risk tolerance.

o   Provide recommendations on asset allocation, retirement planning, estate planning, tax strategies, and other financial matters.

3.      Investment Management:

o   Recommend suitable investment products and services based on clients\\\' financial plans and objectives.

o   Monitor and manage clients\\\' investment portfolios to ensure alignment with their goals and market conditions.

o   Stay informed about market trends, economic developments, and investment opportunities.

4.      Risk Management:

o   Assess and manage risks associated with clients\\\' investment portfolios.

o   Implement risk mitigation strategies and diversification techniques to protect clients\\\' assets.

5.      Compliance and Regulation:

o   Adhere to regulatory requirements and industry standards.

o   Maintain accurate client records and documentation.

o   Ensure compliance with all relevant laws, rules, and regulations.

6.      Business Development:

o   Identify and pursue opportunities to expand client base and generate new business.

o   Participate in marketing and networking activities to promote financial services and attract potential clients.


Qualifications:

·        Bachelors degree in Finance, Economics, Business Administration, or related field (Masters degree or CFP certification preferred).

·        Proven experience as a Wealth Manager, Financial Advisor, or similar role in the financial services industry.

·        In-depth knowledge of financial planning strategies, investment products, and market trends.

·        Strong analytical skills and attention to detail.

·        Excellent interpersonal and communication skills.

·        Ability to build and maintain client relationships.


Benefits:

·        Competitive salary and performance-based bonuses.

·        Comprehensive health benefits package.

·        Retirement savings plan.

·        Professional development and training opportunities.

·        Work-life balance initiatives.


Working Conditions:

·        Office-based role with occasional client meetings outside of regular business hours.

·        Travel may be required to meet with clients or attend industry events.


Company Culture:

·        Emphasis on ethical practices, client-centric service, and continuous learning.

·        Supportive and collaborative work environment.

·        Commitment to employee growth and career advancement.


Interested candidate may send their application on TA@kunvarji.com or what up on 7574000346