Wealth Manager

Wealth Manager - Bonds and Fixed Income Products

Responsibilities:-

1. Understand clients financial goals and recommend suitable bonds and fixed income products.

2. Analyze market trends and economic indicators to help clients make informed decisions.

3. Manage portfolios by monitoring clients fixed income investments and advising on rebalancing as needed.

4. Develop investment strategies aligned with clients risk tolerance and return expectations.

5. Conduct regular meetings with clients to discuss the performance of their investments.

6. Ensure compliance with regulations and internal policies.

7. Attract new clients and build strong relationships with existing clients.

Qualifications:-

1. Bachelor's degree in Finance, Economics, or a related field.

2. Relevant certifications (e.g., CFA, CFP) preferred.

3. Strong understanding of fixed income markets, bonds, and investment strategies.

4. Excellent communication and interpersonal skills.

5. Analytical mindset with strong problem-solving abilities.

Skills:-

1. Proficiency in financial analysis and market research.

2. Strong client relationship management skills.

3. Attention to detail and organizational skills.

4. Ability to work under pressure and meet deadlines.

Time- Monday - Friday , 9:00 AM - 6:00 PM [WFO]

Sat [1st , 3rd , 5th - 10:00 AM-5:00 PM [WFH]

Note:- 2nd & 4th Sat off.