Wealth Manager - Financial Services

Job Description :

- The role would involve hand holding, managing & advising clients financial investments journey from time to time through a personalized omnichannel experience

- Must have the ability to understand the client at a deep level, including client psychology & preferences

- Advice has to be keeping "client first" principle, compliant with current regulations, communicated in a straightforward and jargon free language and grounded in science, leveraging our robust algorithms

- Be a partner for clients lifecycle by analyzing correlations between the client's past and current actions as well as market situations during both the wealth accumulation and de-cumulation phase

- Reflect fiduciary responsibility of guided decision making with product comparisons during evaluation of portfolio's / goals etc.

- Demonstrate ability to think and execute aspects of client investment journey covering financial planning, portfolio allocation & tax harvesting

Qualifications :

- Graduate/ post graduate with 3~8 yrs of experience

- Having financial services domain experience is preferable