Wealth Manager (10+ Years)

Company Description

Aimsure Global Solutions is a performance-driven Business Process Outsourcing, Recruitment & Staffing, and IT Projects & Consulting Services company. We collaborate with organizations across industries to deliver high-quality, scalable, and cost-effective solutions tailored to meet specific business needs. Specializing in IT consulting, custom application development, cloud solutions, and digital transformation initiatives, we assist clients in achieving sustainable growth. Our services also encompass customer service, operations, business support, and strategic staffing solutions, designed to streamline workflows and enhance operational efficiency.

Role Description

This is a contract role for a wealth manager, based on-site in Mumbai. The wealth manager will be responsible for developing comprehensive financial plans for clients and managing investment portfolios tailored to their goals. Key responsibilities include guiding clients through investment strategies, evaluating risk tolerance, recommending appropriate financial and insurance solutions, and staying updated on market trends to provide informed advice. The role requires ensuring compliance with financial regulations and providing consistent, professional service to build long-term client relationships.

Qualifications

• Expertise in Financial Planning and designing strategies aligned with client objectives
• Proficiency in Investment Management, including creating and monitoring diversified portfolios
• Strong understanding of Investments and Finance, such as asset allocation, market analysis, and portfolio performance review
• Knowledge of Insurance products and recommending plans to meet clients risk management needs
• Exceptional analytical, communication, and interpersonal skills
• Bachelors degree in Finance, Economics, Business, or a related field preferred
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
• Proven experience in financial consulting or wealth management