Wealth Manager

Company Description

Founded in 1995, Mirae Asset Sharekhan is a pioneer in online trading in India, serving a diverse clientele of over 31 lakh clients through 120+ branches and 4400+ business partners nationwide. Mirae Asset Sharekhan offers a full-service model that includes expert research, experienced relationship managers, a robust branch network, and educational resources, dedicated to empowering wealth creation. The company provides a wide array of financial solutions, such as Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Exchange Traded Funds (ETFs), Corporate Deposits, Futures & Options, Commodities, and Bonds. With over 11 lakh trades executed daily on average, Mirae Asset Sharekhan has established itself as a leader in the financial services industry.

Role Description

This is a full-time, on-site Wealth Manager role based in Gurugram. The Wealth Manager will be responsible for creating customized financial plans, managing investment portfolios, and assisting clients with a range of financial products. Daily responsibilities include conducting financial needs analysis, monitoring portfolio performance, advising clients on investment strategies, and ensuring optimal returns on their investments. The role also involves building and maintaining strong client relationships, guiding clients on appropriate financial and insurance products, and staying updated with market trends.

Qualifications

• Experience in Financial Planning and a strong understanding of global and domestic financial markets
• Comprehensive knowledge in Investment Management and a solid grasp of diverse investment products and strategies
• Proficiency in Finance and developing tailored investment portfolios for clients
• Understanding of Insurance products and their integration into financial plans
• Strong analytical, communication, and relationship management skills
• A proactive and client-focused approach with an ability to meet financial objectives
• Bachelors degree in Finance, Economics, Business Administration, or a related field; certifications such as CFP or CFA are a plus