Wealth Manager
Knowlistic World Learning Foundation
Surat, Gujarat, India · Full Time
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- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 4 weeks ago
- Work mode
- In office
- Education
- Bachelor's degree in finance, economics, business, or relevant field
- Resume
- Required to apply
Where you'll work
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Job description
About the Organization
Knowlistic World Learning Foundation is dedicated to boosting financial literacy and empowering individuals to manage and grow their wealth effectively. The foundation creates educational programs and advisory services designed to enhance understanding of personal finance, investment choices, and long-term wealth planning. This mission-driven organization emphasizes ethical standards, transparency, and continuous learning to build financially savvy communities.
Role Overview
This full-time position based in Surat involves direct interaction with clients to evaluate their financial objectives and current standing, then craft customized wealth management plans. Key activities include developing and revising financial strategies, advising on investment products, overseeing portfolio performance, and modifying plans as market conditions and client goals evolve. Regular client meetings, thorough documentation, coordination with internal teams, and adherence to regulatory and company compliance are essential. The Wealth Manager will also engage in financial education efforts to support the foundation’s mission.
Qualifications
- Strong expertise in financial planning, investment advising, and wealth management techniques.
- Excellent client relationship skills coupled with effective communication and presentation abilities.
- Competence in analyzing data, assessing risks, and monitoring investment portfolios.
- Knowledge of relevant regulatory frameworks, compliance protocols, and ethical standards in the financial sector.
- A bachelor’s degree in finance, economics, business, or a related discipline; holding certifications such as CFP or CFA is an advantage.
- Documented experience in wealth management or financial advisory roles, ideally servicing diverse clients.
- Capacity to work on-site in Surat, collaborate with multiple teams, and manage several client accounts concurrently.
- Strong numerical skills, proficiency with financial planning software and spreadsheets, and a dedication to continuous professional growth.
Minimum education
Bachelor's Degree