Chennai, Tamil Nadu, India
Not disclosed
On-site
Full Time
Company Description Unified Vision Wealth is a modern Wealth Management firm catering to the financial needs of HNI, UHNI, business families, and corporates. Our holistic and unbiased wealth offering is based on risk profiling, appropriate asset allocation, and diversification, supported by strong research. Unified Vision Wealth is backed by our parent company, Unified Vision Capital, a global bank headquartered in New Delhi. Role Description This is a full-time on-site role for a Wealth Manager located in Chennai. The Wealth Manager will be responsible for financial planning, investment management, managing investments, finance, and insurance for high-net-worth individuals, ultra-high-net-worth individuals, business families, and corporates on a day-to-day basis. Qualifications Financial Planning, Investment Management, and Finance skillsExperience in managing investments and insurance productsStrong analytical and problem-solving skillsExcellent communication and interpersonal abilitiesKnowledge of tax laws and regulationsAbility to work effectively in a team environmentRelevant certification such as CFP, CFA, or CPA is a plus
Chennai, Tamil Nadu, India
Not disclosed
On-site
Full Time
Company Description Unified Vision Wealth is a modern Wealth Management firm that caters to the financial needs of high net worth individuals, ultra-high net worth individuals, business families, and corporates. Our offerings are holistic, unbiased, and based on the principles of risk profiling, asset allocation, and diversification. We are backed by our parent company, Unified Vision Capital, a global bank headquartered in New Delhi. Role Description This is a full-time on-site role for a Wealth Manager located in Chennai. The Wealth Manager will be responsible for financial planning, investment management, investments, finance, and insurance in line with the clients' expectations and goals. Qualifications Financial Planning and Investment Management skills Experience in Investments and Finance Knowledge of Insurance products Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work collaboratively and independently Relevant certifications such as CFP, CFA, or MBA in Finance Show more Show less
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