Wealth Manager

Company Description

At ASP Finserv, we offer personalized strategies tailored to your financial goals, providing the guidance, clarity, and expertise needed to empower you towards a more secure financial future. We serve as your trusted partner, aligning your investment plan with your overall life goals. Our team collaborates closely with clients, offering ongoing counsel, discipline, and monitoring to navigate both expected and unexpected financial circumstances. Our aim is to help you achieve your financial aspirations with confidence and precision.

Role Description

This is a full-time, on-site role for a Wealth Manager located in Mumbai. The Wealth Manager will be responsible for providing personalized financial planning and investment management services to clients. Daily tasks include developing and managing investment strategies, analyzing financial information, advising on insurance policies, and helping clients with their overall financial goals and plans. The role requires regular interaction with clients to assess their financial needs, provide ongoing support, and ensure their financial objectives are met.

Qualifications

• Financial Planning and Investment Management skills
• Strong knowledge of Investments and Finance
• Experience in Insurance advisement and management
• Excellent analytical and problem-solving abilities
• Outstanding interpersonal and communication skills
• Relevant certifications such as CFP, CFA, or similar qualifications are preferred
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field