Website:
coheronwealth.com
Job details:
Company Description
At Coheron Wealth, we specialize in providing personalized wealth solutions that align with the long-term goals of our clients. Our approach is centered on developing tailored strategies to help individuals and families secure their financial futures. With a commitment to understanding unique client needs, Coheron aims to simplify wealth management while delivering exceptional service and results. We pride ourselves on fostering trust and supporting clients in achieving their financial aspirations. Coheron also manages unique inhouse PMS & AIFs.
Role Description
This is a full-time, on-site role for a Private Wealth Manager based in Mumbai, Pune, Ahmedabad, Delhi, Bangalore, Chennai, Kolkata, Coimbatore. The Private Wealth Manager will be responsible for creating and managing financial plans, offering strategic investment advice, and ensuring efficient portfolio management. Day-to-day tasks will include analyzing clients' financial profiles, designing wealth strategies to meet their objectives, and assisting with estate planning. The role will also involve continuous engagement with clients to monitor progress and adjust plans as needed.
Qualifications
- Strong expertise in Financial Planning, including experience creating and executing personalized strategies
- Proficiency in Estate Planning and a Certified Financial Planner (CFP), CWM qualification is highly preferred
- In-depth understanding of Investment Management and Finance principles to support portfolio growth and risk management
- Exceptional interpersonal and communication skills to build and maintain client relationships
- Ability to work effectively in a dynamic, client-focused environment with entrepreneurial mindset
- Master’s or PG degree in Finance, Economics, or a related field; advanced certifications or degrees are an advantage
- Experience working in wealth management or private banking will be beneficial
- Candidate looking to begin their entrepreneurial journey must apply
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