We seek a dynamic and experienced wealth manager to join our esteemed team. As a wealth manager, Your primary responsibility will include developing personalized financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management. Climate Angels ( SEBI CAT I, Angel fund) is India's first Climate tech dedicated fund with a corpus of INR 130 Cr. Sponsored by GoMassive, Climate Angles has invested in 11 Climate tech start-ups in India and the USA. Objectives of this role - Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. - Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. - Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. - Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. - Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Required skills and qualifications - Degree in finance, economics, business administration or a related field. - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments. - Understanding of financial markets, investment products, and wealth management principles. - Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.

Gurgaon/Gurugram

Wealth Manager -  Banking 

Wealth Manager -  Banking  ,Job Description for Wealth Manager -  Banking  in ClimateAngels in  Gurgaon/Gurugram for (3-6) years of experience. Apply Now!

Job Description for Wealth Manager -  Banking  in ClimateAngels in  Gurgaon/Gurugram for (3-6) years of experience. Apply Now!