WealthVault Research and Analytics Pvt. Ltd.WealthVault Research and Analytics Pvt. Ltd. is a team of highly skilled professionals based in Chandigarh, dedicated to providing world-class investment services and solutions to investors in India and around the globe. We specialize in offering UHNI and HNI clients a comprehensive investment product suite supported by in-depth research and analysis. Our services include investment solutions across equity, fixed income, and alternatives, as well as risk analysis, insurance planning, investment planning, tax and estate planning, and retirement planning.
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Position Name: Senior Wealth Manager
Experience: 6-15 Years
Working days: Mon-Sat (2nd and 4th Sat off)
Role Description
This is a full-time on-site role for a Senior Wealth Manager at WealthVault Research and Analytics Pvt. Ltd. in Chandigarh. The Wealth Manager will be responsible for financial planning, investment management, managing investments, overseeing finances, and providing insurance planning services to clients. The role will involve developing personalized financial plans, analyzing investment options, and ensuring financial security and growth for clients.
Key Responsibilities:
Client Acquisition & Business Development
New Client Acquisition
Networking & Prospecting
Onboarding & Fresh InvestmentsAUM Management & Growth
Fresh Investments
AUM Responsibility
Portfolio DiversificationClient Relationship Management & Servicing
Client Engagement
Ongoing Client Servicing
Quarterly Client MeetingsContinuous Learning & Knowledge Enhancement
Stay Informed
Product KnowledgeEthical Sales Practices & Data Security
Avoid Mis-selling
Confidentiality & Data Security
Client Solutioning & Need-Based AdvisoryCustomized Financial Solutions
Holistic Advisory
Sales Target Achievement & Business Growth
Meet Sales Targets
Cross-Selling & UpsellingProfessional Conduct & Company Policies
Dress Code & Professionalism
Focus on Company Business Qualifications
* Financial Planning and Investment Management skills
* Experience in Investments, banking and Finance
* Insurance knowledge
* Strong analytical and problem-solving skills
* Excellent interpersonal and communication skills
* Relevant certifications such as CFA, CFP, or equivalent
* Master's degree in Finance, Economics, or related field Requirements
* 3+ years of Financial Services experience
* 3+ years of experience in Sales
experience
12show more WealthVault Research and Analytics Pvt. Ltd.WealthVault Research and Analytics Pvt. Ltd. is a team of highly skilled professionals based in Chandigarh, dedicated to providing world-class investment services and solutions to investors in India and around the globe. We specialize in offering UHNI and HNI clients a comprehensive investment product suite supported by in-depth research and analysis. Our services include investment solutions across equity, fixed income, and alternatives, as well as risk analysis, insurance planning, investment planning, tax and estate planning, and retirement planning.
Position Name: Senior Wealth Manager
Experience: 6-15 Years
Working days: Mon-Sat (2nd and 4th Sat off)
Role Description
This is a full-time on-site role for a Senior Wealth Manager at WealthVault Research and Analytics Pvt. Ltd. in Chandigarh. The Wealth Manager will be responsible for financial planning, investment management, managing investments, overseeing finances, and providing insurance planning services to clients. The role will involve developing personalized financial plans, analyzing investment options, and ensuring financial security and growth for clients.
...
Key Responsibilities:
Client Acquisition & Business Development
New Client Acquisition
Networking & Prospecting
Onboarding & Fresh InvestmentsAUM Management & Growth
Fresh Investments
AUM Responsibility
Portfolio DiversificationClient Relationship Management & Servicing
Client Engagement
Ongoing Client Servicing
Quarterly Client MeetingsContinuous Learning & Knowledge Enhancement
Stay Informed
Product KnowledgeEthical Sales Practices & Data Security
Avoid Mis-selling
Confidentiality & Data Security
Client Solutioning & Need-Based AdvisoryCustomized Financial Solutions
Holistic Advisory
Sales Target Achievement & Business Growth
Meet Sales Targets
Cross-Selling & UpsellingProfessional Conduct & Company Policies
Dress Code & Professionalism
Focus on Company Business Qualifications
* Financial Planning and Investment Management skills
* Experience in Investments, banking and Finance
* Insurance knowledge
* Strong analytical and problem-solving skills
* Excellent interpersonal and communication skills
* Relevant certifications such as CFA, CFP, or equivalent
* Master's degree in Finance, Economics, or related field Requirements
* 3+ years of Financial Services experience
* 3+ years of experience in Sales
experience
12show more
