Assistant Manager
Fisdom
1 - 4 years
Bengaluru
Posted: 25/08/2025
Job Description
Wealth Manager duties and responsibilities
The main goal of a Wealth Manager is to help clients accomplish their financial goals, whether they want to grow their wealth, reduce their tax liability, plan for retirement or leave a legacy for their loved ones. A wealth management job description may include the following duties:
- Conducting interviews to uncover clients’ financial goals and needs
- Identifying clients’ financial risks and developing strategies to mitigate them
- Recommending investment, insurance and banking products
- Monitoring investment performance and managing portfolios
- Setting up and managing trusts
- Creating plans for transferring wealth to heirs and/or charitable organizations
- Providing tax advice and assisting with tax return completion
- Producing financial reports for clients
About Company
Fisdom is a fintech company that provides a platform for wealth management and investment solutions. It focuses on offering personalized financial products such as mutual funds, insurance, and goal-based financial planning tools to help individuals build wealth and secure their financial future. Fisdom aims to make wealth management accessible to everyone through technology.
Services you might be interested in
One-Shot Campaign
Reach out to ideal employees in one shot!
The intelligent campaign for reaching out to the ideal audience to whom you can ask for help (guidance or referral).