Anand Rathi Wealth Limited
Location
Noida | India
Job description
Company Description
Anand Rathi Wealth Limited is a newly listed Private Wealth Management company providing wealth management solutions to high net worth individuals (HNIs). We cater to 9,641 families in India and globally, with assets under management of over INR 55,057 crores. We have over 322 Relationship Managers and operate from 15 locations in India and Dubai. Our core values of fearlessness, uncomplicated and transparent approach, providing data-driven investment advice, and building long-term relationships make us a trusted partner in our client's investment journey.
Role Description
This is a full-time on-site role for a Private Wealth Manager located in Noida. The Private Wealth Manager will be responsible for day-to-day tasks associated with wealth management solutions, developing financial plans, estate planning, creating investment strategies, investment management, and maintaining long-term relationships with clients.
Qualifications
- Financial Planning, Estate Planning, and Investment Management skills
- Certified Financial Planner (CFP) certification
- Strong finance knowledge and analytical skills
- Excellent written and oral communication skills
- Ability to work under pressure and meet deadlines
- Strong attention to detail and problem-solving skills
- Master's degree in Finance, Business Administration, Economics, or related field
- Experience in private wealth management is a plus
Job tags
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