Noida – www.wealthzi.com – 06/05/2022

Salary – Based on current CTC

Job Title

Investment Specialist

Company Profile

  • Wealthzi, owned by Lime Internet Pvt Ltd, is an independent digital wealth management service embarking on a mission to help Indians achieve their true wealth potential. Combining years of wealth expertise with cutting edge technology, Wealthzi is here to help you create a long term wealth plan, make risk-appropriate portfolios, devoid of clutter and unwanted risk and exposure. Wealthzi, led by a team of experienced entrepreneurs, wealth managers and technologists, intends to make your wealth journey enjoyable and rewarding.

Job Profile & Responsibilities

  • To support wealth managers with best in class Financial advisory.
  • Understand client needs & build custom portfolios with a range of products.
  • Manage the investment portfolios of Top UHNI/HNI Clients consist of MF, PMS, AIF, Structures, LRS dollar based investing and other alternative investments. 
  • Do regular reviews with clients to understand their current & long-term needs and advise them on the services that help them achieve their goals.
  • Present financial plans, portfolio reviews and new investment proposals to clients along with wealth managers.
  • Continuously keep on researching with due diligence on new wealth ideas. 
  • Work with technology team members to drive automation and scale on advisory.

Preferred Qualifications

  • MBA / 2 year PG Finance / Capital Mkt/ Full time from recognized university.
  • Valid NISM XA & XB Certified.
  • CWM Certification would be an added advantage.

Desired Candidate Profile

  • Knowledge of working on financial plans, excel sheets & calculators, ppts etc.
  • Minimum 5 year experience in working with financial intermediary.
  • An excellent understanding of financial planning, wealth management, investment instruments.
  • Ability to comprehend client needs and present a solution.
  • Client-driven attitude with a strong focus on the quality of service.
  • Strong communication and presentation skills.
  • Ability to understand and present complex information clearly and simply.
  • Adept at using technology tools.
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