Wealth Manager

Company Description

VCap Money is a comprehensive, client-focused wealth management firm. We provide a range of services, including investing, planning, protecting, and advisory, to a diversified client base. Our expertise is driven by continuous internal research, ensuring our clients receive top-tier financial guidance and support.

Role Description

This is a full-time, on-site role for a Wealth Manager based in Ranchi. The Wealth Manager will be responsible for offering sound financial advice and managing client investments. Daily tasks include developing financial plans, managing investment portfolios, and providing insurance solutions. The Wealth Manager will also conduct regular reviews to ensure clients&apos financial goals are being met.

Qualifications

• Financial Planning skills and experience in Finance and Investments
• Investment Management and general Investments skills
• Knowledge and expertise in Insurance
• Strong analytical and problem-solving skills
• Excellent client relationship management abilities
• Bachelor's degree in Finance, Economics, Business, or a related field
• Professional certification such as CFP, CFA, or equivalent is a plus

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Skills Required

Client Relationship Management, Financial Planning, Investment Management