Fisdom Private Wealth Hiring For Wealth Manager at Ranchi

Job Description

Company Description

Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company. The company aims to provide High Net Worth Individuals (HNIs) with a reliable and robust technology platform for their wealth management needs. Fisdom Private Wealth combines innovative technology with dedicated and experienced wealth managers to deliver best-in-class services to mass affluent and high-net-worth individuals.

Role Description

This is a full-time on-site role for a Wealth Manager at Fisdom Private Wealth located in Ranchi. The Wealth Manager will be responsible for providing financial planning and investment management services to clients. They will analyze clients financial situations, develop customized investment strategies, manage investments, and provide guidance on insurance options.

Qualifications

• Financial Planning and Investment Management skills
• Knowledge of Investments and Finance
• Understanding of Insurance products
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proven track record of delivering results
• Relevant professional certifications (e.g., CFP, CFA) are a plus
• Bachelor’s degree in Finance, Economics, or related field