AddressWe 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.
