Verified Job
Work from home
Wealth Manager
Work from home
#366703
Remote / WFH
Job Description
We are Looking for a Wealth Manager who can manage, advice & Create Financial Plans for the clients.
We are looking for experienced Professional who has acquired knowledge in the domain of Wealth Management/Financial Planning Industry for our Investments Advisory Division.
We are SEBI RIA providing Fee - Only Financial Planning Services.
As an Advisor, you must be self-motivated & Aggressive in doing the task.
This role is very important for those, who want to help people in achieving their Financial Goals through Pure & Transparent Advisory under SEBI RIA regulations
The Preferred Candidate must be
1. Experienced in Managing Wealth/Creating Financial Plans either through Excel or Software
2. Has ability to Acquire Clients On Self-Source Basis or experience on Managing the AUM of at least Rs. 10 Crore.
3. Knows & Understand the Importance of Asset Allocation & Financial Planning
4. Able to Spread awareness among Individual or group of individuals about Wealth/Financial Planning
5. Understand the SEBI & Comply with the Company Policies
6. Knows how to present him/herself.
What we are looking for?
• Cleared NISM XA & XB/CFP/CWM or any other SEBI accredited Exam.
• Financial Advisory Experience of at least 1-3 Years
• Have already managed an assets worth of at least Rs. 10+ Crore AUA
• Experience of Creating Financial Plans & managing wealth.
• Targets are Motivation to help Clients in Creating their wealth
Salary: No Bar for Deserving Applicant
We are looking for experienced Professional who has acquired knowledge in the domain of Wealth Management/Financial Planning Industry for our Investments Advisory Division.
We are SEBI RIA providing Fee - Only Financial Planning Services.
As an Advisor, you must be self-motivated & Aggressive in doing the task.
This role is very important for those, who want to help people in achieving their Financial Goals through Pure & Transparent Advisory under SEBI RIA regulations
The Preferred Candidate must be
1. Experienced in Managing Wealth/Creating Financial Plans either through Excel or Software
2. Has ability to Acquire Clients On Self-Source Basis or experience on Managing the AUM of at least Rs. 10 Crore.
3. Knows & Understand the Importance of Asset Allocation & Financial Planning
4. Able to Spread awareness among Individual or group of individuals about Wealth/Financial Planning
5. Understand the SEBI & Comply with the Company Policies
6. Knows how to present him/herself.
What we are looking for?
• Cleared NISM XA & XB/CFP/CWM or any other SEBI accredited Exam.
• Financial Advisory Experience of at least 1-3 Years
• Have already managed an assets worth of at least Rs. 10+ Crore AUA
• Experience of Creating Financial Plans & managing wealth.
• Targets are Motivation to help Clients in Creating their wealth
Salary: No Bar for Deserving Applicant
