Hiring Wealth managers

Company Description

Moat Wealth Associates LLP is an independent financial services firm dedicated to helping individuals and families achieve their financial goals and aspirations. The firm provides comprehensive solutions including investment planning, goal-oriented advisory, basic financial planning, and mutual fund portfolio advisory. With a commitment to offering high-quality and tailored wealth management services, Moat Wealth Associates empowers clients to plan for both current and future financial needs. Our vision is to create a strong financial foundation for clients through customized planning solutions and sound financial strategies, leading them towards financial freedom.

Role Description

This is a full-time on-site role for a Wealth Manager, located in Mumbai. The Wealth Manager will provide personalized financial planning and investment management services to clients. Day-to-day tasks include developing comprehensive financial strategies, managing investment portfolios, advising clients on wealth management solutions, and ensuring that their financial goals are met. The role will also involve liaising with clients to address financial and insurance-related needs while maintaining long-term client relationships.

Qualifications

• Expertise in Financial Planning and Investments
• Strong skills in Investment Management and Finance
• Understanding of Insurance products and their role in wealth management
• Excellent analytical, communication, and interpersonal skills
• Proficiency in understanding market trends and their impact on financial strategies
• Ability to build and maintain lasting client relationships
• Bachelor's degree in Finance, Business, or a related field is preferred
• Relevant certifications such as CFP (Certified Financial Planner) are advantageous