Wealth Manager

Company Description

Finovia Wealth Pvt Ltd is a holistic private wealth management company with a legacy of 37 years rooted in trust, performance, and integrity. Based on FC Road in Pune, Finovia specializes in bespoke financial solutions, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), succession planning, and institutional-grade portfolio strategies. We cater to high-net-worth individuals (HNIs) and families, helping them grow, preserve, and transition wealth across generations. Our client-first approach combines time-tested expertise with personalized advice and disciplined financial strategies for long-term value creation.

Role Description

This is a full-time, on-site role located in Pune Division for a Wealth Manager. As a Wealth Manager, you will handle day-to-day activities such as developing personalized financial plans, managing investment portfolios, providing expertise on financial products, and advising clients on how to grow and preserve their wealth. You will also analyze market trends, conduct risk assessments, and assist in succession planning while ensuring a high level of client satisfaction through tailored solutions and proactive engagement.

Qualifications

• Proficiency in Financial Planning and Insurance advisory
• Proficient in AI use
• Proficient in calling clients and setting up meetings for reviews/new products
• Strong expertise in Investment Management and Investment strategy development
• Comprehensive understanding of Finance and market trends
• Excellent interpersonal and communication skills to build and maintain client relationships
• Ability to analyze risks and opportunities to create value-driven portfolios
• Certified Financial Planner (CFP) or equivalent certifications preferred
• Bachelor's or Master's degree in Finance, Business Administration, or a related field
• Proven experience in wealth management or financial advisory is a plus