Website:
wealixir.com
Job details:
Company Description: Wealixir Consulting Group (WCG) is a global financial consulting firm dedicated to helping clients navigate financial complexities, drive sustainable growth, and achieve economic empowerment. Established in 1996, WCG combines precision, insight, and clarity to support decisive action at critical business moments. The firm delivers bespoke financial solutions across advisory, compliance, wealth management, and risk mitigation, tailored to diverse markets and industries. Guided by core values of excellence, boldness, and reliability, WCG emphasizes innovation, integrity, and client-centric partnerships. With a presence in India, Dubai, and Kenya, WCG blends deep local insight with global expertise to create impactful, long-term value for clients.
Key Responsibilities:
· Develop and implement comprehensive financial plans tailored to client goals.
· Manage client investments, monitor portfolios, and ensure regular reviews.
· Provide insurance solutions and guide clients on risk management strategies.
· Oversee day-to-day financial aspects for clients, including investment, insurance, and other financial planning needs.
· Prepare detailed financial quotations, proposals, and presentations.
· Stay updated with market trends, investment products, and regulatory changes.
Requirements:
· Experience: Minimum 2–4 years in wealth management, preferably with banks or financial advisory firms.
· Mandatory Certification: NISM Series V-A: Mutual Fund Distributors.
· Expertise in financial planning and management.
· Strong experience in investments and finance.
· Knowledge of insurance principles.
· Strong analytical and problem-solving skills.
· Excellent communication and presentation skills.
· Bachelor’s degree in Commerce.
· Proven ability to build and manage HNI client relationships.
· Proficiency in preparing client quotations and investment plans.
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