Wealth Manager

Company Description

IIFL Securities Limited, which is India's Leading Wealth Management & Financial Services Firm

IIFL has led 30+ Marquee transactions in the past year with $ 12 Bn raised

- Ranked in Top 3 Investment Banking for the Last 3 years

- We do Initial Public Offerings, Rights, OFS, Qualified Institutional Placement, Block Trades.

- Advisory in Private Equity, Structured Finance, Debt Advisory,

M & A Advisory, Corporate Divestures.

Role Description

This is a full-time on-site role for a Wealth Manager at IIFL Securities in Vapi. The Wealth Manager will be responsible for financial planning, investment management, and insurance services to help clients achieve their financial goals.

Qualifications

• Financial Planning and Investment Management skills
• Experience in Investments and Finance
• Knowledge of Insurance services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Ability to work well under pressure and meet deadlines
• Certifications such as CFA, CFP, or similar are a plus
• Bachelor's or Master's degree in Finance, Economics, Business, or related field