Wealth Manager

Job Title: Wealth Manager

Joining Required: looking for immediate joiners only.

Location: Baner, Pune 411045.

Experience: We are hiring 1 to 2 years of experience employees, those who worked in the financial Services industry (e.g. portfolio/Investment management firms , Banking sector ,Mutual Fund and Insurance industry)

Employment Type: Full-time,client-facing intraction role.

Industry: Financial & Taxation consulting Services.

Overview Orgnation Profile at: https://awsolutionsllp.com/

What you can expect from Ascending Wealth Solutions LLP to join us;

Salary & Benefits.

• Monthly Salary: ₹25,000 – ₹30,000 per month fixed Salary.

• Annual Bonus- Subject to meet annual performance.

Company Description,

Ascending Wealth Solutions LLP is a Taxation & wealth consulting firm dedicated to serving clients with diverse financial needs. Founded by seasoned financial experts with over 18+ years of experience, the firm specializes in finance and taxation planning. Ascending Wealth Solutions aims to provide personalized strategies to help clients achieve their financial goals. The firm is committed to delivering exceptional service and ensuring continuous growth and stability for its clients.

Role Overview,

We are looking for a Wealth Manager to manage and develop strong, long-term relationships with clients and provide them with customized wealth management, taxation, and investment solutions.

The candidate will be responsible for understanding clients’ financial requirements, developing personalized strategies, building and monitoring investment portfolios, and ensuring timely and high-quality client service.

Key Responsibilities,

• Manage day-to-day relationships with existing clients and understand their financial requirements and objectives.
• Consult with clients regarding their taxation, investment, wealth creation, and financial planning needs.
• Prepare customized taxation and investment solutions based on individual client requirements.
• Develop a clear financial roadmap aligned with clients’ short-term and long-term goals.
• Build, manage, and review client investment portfolios.
• Monitor portfolio performance and provide timely recommendations based on market conditions and client objectives.
• Identify and suggest suitable investment opportunities and new avenues for wealth creation.
• Conduct financial analysis and evaluate clients’ financial data to develop appropriate strategies.
• Ensure timely execution and delivery of client services.
• Coordinate with taxation, investment, and other financial experts to develop comprehensive and customized solutions.
• Maintain regular communication with clients and build strong, trustworthy, and long-term relationships.
• Identify additional financial planning and investment opportunities that may benefit existing clients.
• Maintain accurate records of client portfolios, recommendations, transactions, and ongoing requirements.

Ideal Candidate,

• Good understanding of investments, mutual funds, taxation, and financial planning.
• Strong communication and interpersonal skills.
• Ability to understand client requirements and convert them into practical financial solutions.
• Strong analytical and problem-solving abilities.
• Client-focused approach with a strong sense of ownership and responsibility.
• Ability to build and maintain long-term relationships with HNI and affluent clients.
• Relevant experience in wealth management, financial planning, investment advisory, mutual funds, banking, or taxation will be an advantage.

Why you to Join Us:

1. Opportunity to spearhead diverse products & Taxation services.

2. Dynamic role with significant autonomy.

3. Contributing to client financial success.

4. Collaborative and growth-oriented work culture.

Join us in empowering clients to achieve their financial aspirations!

How to apply

• Approch on Email-atultak@awsolutionsllp.com
• Reach out on -9822500981.

Best Regards,

Atul Tak

Founder, Ascending Wealth solutions LLP

Baner, Pune, Maharashtra.