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Wealth Management Specialist


Blusky Capital Management Private Limited


Location

Mumbai | India


Job description

Company Description Blusky Capital Management Private Limited is a Mumbai-based financial institution specializing in wealth management services. Led by Siddharth, an industry veteran with over two decades of experience in Indian and global finance, Blusky Capital Management offers a wide range of investment solutions and financial planning services. Siddharth has a proven track record in the banking and finance world, having held senior leadership positions at HDFC Bank, Standard Chartered Bank, Yes Bank, and Tata Sons. The company is known for its commitment to ethics, discipline, and performance.

Role Description This is a full-time hybrid role as a Wealth Management Specialist at Blusky Capital Management. The Wealth Management Specialist will be responsible for providing comprehensive financial planning, investment management, and insurance solutions to clients. The role will involve conducting thorough analyses of clients' financial situations, developing tailored investment strategies, managing investment portfolios, and advising clients on risk management. As a Wealth Management Specialist, you will also collaborate with the team to ensure compliance with regulations and deliver exceptional client service.

Qualifications Financial Planning and Investment Management skills In-depth knowledge of Investments and Finance Experience in Insurance and Risk Management Excellent analytical and problem-solving skills Strong interpersonal and communication skills Ability to work independently and within a team Relevant certifications such as Chartered Wealth Manager® (CWM®), Research Analyst, and Portfolio and Risk Management Bachelor's degree in Finance, Economics, or related field


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