Delhi, Mumbai, Kolkata, Chennai- – 26/11/2022

Salary – Based on current CTC

Job Title

Wealth Manager 

Company Profile

  • Fisdom is an automated investment service provider that manages a personalized online investment account. The personal finance startup also provides personalized investment recommendations. It plans to monetize by charging a commission from financial services companies and mutual funds.

Job Profile & Responsibilities

  • To prospect, acquire and retain clients.
  • To achieve budgeted targets in terms of number of
    clients/volumes of business & assets.
  • To research, investigate and update themselves on
    available investment opportunities/financial market trend
    to determine whether they fit into clients’ portfolios.
  • To understand clients’ needs & requirements and accordingly
    position products & services.
  • To coordinate with product and research team for taking
    investment decision for the clients.
  • To recommend strategies clients can use to achieve their
    financial objectives, including specific recommendations in
    such areas as cash management, insurance coverage other
    than investment planning also to ensure a one-point
    relationship for the client.
  • To contact clients periodically and determine if they are
    satisfied with the service and returns generated. Also, to
    review their investment needs to determine whether
    market changes, life changes, economic changes, or
    financial performance indicate a need for portfolio
  • To provide various investment performance reports and
    summaries to the clients
  • To build and maintain client bases, along with relevant
    comments/remarks for future reference.
  • To guide clients in the gathering of information/documents
    required such as bank account records, income tax returns,
    life and disability insurance records, pension plan
    information, and wills, etc.
  • To conduct and assisting organizing seminars, workshops and
    other business development activities.
  • To prepare the MIS reports in the specified formats.
  • Having minimum book size of 50 to 100 crore.
  • Wealth managers, by contrast, provide services needed
    primarily by high-net-worth individuals (HNWIs) and
    ultra-high-net-worth individuals (UHNWIs), such as capital
    gains planning, estate planning, and risk management.

Preferred Qualifications

  • Graduate /MBA Degree holder or focused education
    in financial planning/wealth management.
  • Other qualifications like CFP/CWM will be an advantage.

Desired Candidate Profile

  • Positive attitude, socially effective, high level of
    perseverance and patience.
  • Assertive & hard working.
  • Result oriented.
  • Attention to detail.
  • Good Analytical Skills.
  • Drive buying decision.
  • Proficient in Excel and PPT skills.
  • 4 to 8 years of relevant work experience in the financial
    industry preferred

Additional Details

  • If you love interacting with high-net worth people, and
    maintaining strong long-term relationships, this is the position
    for you.
  • The wealth manager is the ultimate face of the business as He /
    She is going to be the final point of contact with the client and
    would be responsible for acquiring high net worth relationships
    and managing & retaining such relationships by delivering the
    best standards of services. Incumbent would be expected to
    establish strong ties with them by designing & implementing
    their financial plans; and then by ensuring that they receive and
    execute on the right advice.
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