Senior Wealth Manager

Company Description

BajajCapital, located in New Delhi, is a financial services company with over 60 years of experience in helping people protect and grow their wealth. We provide need-based solutions at the right value and aim to build lifetime client relationships. With a largest range of financial products, we offer safe and secure options for our clients' investments. Our mission is to care for your money like a retired father who cannot use it again, through extensive research and high-quality mentorship.

Role Description

This is a full-time on-site role for a Senior Wealth Manager at BajajCapital in all major cities. Only people with experience in wealth management apply. Its an ideal role for those who have high ethics and are looking at a great company where they can work for the rest of their careers. We dont hire employees but family members who want to build and serve a good client book. You must already have a good client book who is ready to shift with you. We will give you a highly ethical work enviroment.

As a Senior Wealth Manager, your day-to-day tasks will include financial planning, investment management, overseeing investments, managing finances, and providing insurance solutions. You will be responsible for understanding and analyzing clients' financial goals, creating personalized wealth management strategies, and ensuring the best outcomes for our clients' financial well-being.

Qualifications

• Financial Planning and Investment Management skills
• Experience in managing investments and finances
• Knowledge of various financial products and insurance solutions
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to build and maintain client relationships
• Certifications such as CFP or CFA are highly preferred
• Bachelor's degree in Finance, Economics, or related field