Senior Wealth Manager

Company Description Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services with over a decade of experience. Inspired by the philosophy of "Vasudhaiva Kutumbakam," we aim for long-term wealth creation and financial growth for our clients. We emphasize transparency, trust, and a client-centric approach in all our endeavors. Our personalised, research-backed PMS ensures our clients' financial success. For more information, please visit our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager located in Mumbai. The Senior Wealth Manager will be responsible for financial planning, managing client investments, client acquisition, developing investment strategies. The role involves meeting with clients, assessing their financial goals, creating investment proposals, and managing portfolios to ensure growth and profitability. Qualifications Skills in Financial Planning and Investment Management Expertise in Investments and Finance Knowledge of equity market. Acquisition and Building AUM in Pms. Excellent analytical and problem-solving skills Strong communication and interpersonal skills Experience in client relationship management Bachelor's degree in Finance, Economics, or a related field is preferred Professional certifications such as CFA or CFP are a plus Show more Show less