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JOB DESCRIPTION:
Job Title: Wealth Advisor
Company: Raneh Capital
Experience: 3 – 5 years
Location: Delhi
About the Company:
Raneh Capital leverages Quant, Algo, and AI trading strategies to consistently achieve market-beating returns. With a vision to launch its Portfolio Management Service (PMS) in India by April 2024, Raneh Capital is poised to revolutionize investment strategies.
Job Description:
Raneh Capital, a prominent financial services firm based in Delhi, is seeking a skilled and experienced Wealth Advisor to join our team. The ideal candidate will have 3 to 5 years of relevant experience in the financial industry, particularly in wealth management and investment advisory. As a Wealth Advisor at Raneh Capital, you will be responsible for providing comprehensive financial advice and investment solutions to our clients to help them achieve their financial goals and objectives.
Key Responsibilities:
– Conducting thorough financial assessments of clients’ current financial situations, including assets, liabilities, income, expenses, and investment objectives.
– Developing personalized financial plans and investment strategies tailored to meet individual client needs and objectives.
– Providing expert advice on various investment products, including mutual funds, equities, bonds, and alternative investments, based on a thorough understanding of market conditions and client risk profiles.
– Implementing investment strategies and managing client investment portfolios to optimize returns while mitigating risks.
– Proactively monitoring and reviewing clients’ investment portfolios and financial plans to ensure alignment with their changing circumstances and market conditions.
– Building and maintaining strong relationships with clients through regular communication and providing ongoing support and guidance.
– Keeping abreast of industry trends, regulatory developments, and investment products to ensure compliance with applicable regulations and provide informed advice to clients.
– Collaborating with other members of the wealth management team and leveraging internal resources to deliver comprehensive financial solutions to clients.
Requirements:
– Bachelor’s degree in Finance, Economics, Business, or related field.
– Minimum of 3 to 5 years of experience in wealth management, investment advisory, or financial planning.
– Mandatory certification: NISM Series-X-B: Investment Adviser (Level 2) Certification Examination.
– Strong understanding of financial markets, investment products, and portfolio management principles.
– Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
– Proven track record of success in delivering exceptional financial advice and achieving client satisfaction.
– Ability to work independently and collaboratively in a dynamic, fast-paced environment.
– Proficiency in relevant financial software and tools.
How to :
Interested candidates should submit their resume and a brief cover letter outlining their interest in the position
