Website:
iiflcapital.com
Job details:
Company Description
IIFL Capital Services Limited is a leading, full-service financial institution specializing in Wealth Management, Investment Banking, and Institutional Equities, driven by comprehensive research insights. With a legacy of trust, we serve HNI/UHNI families, entrepreneurs, and institutions, offering solutions spanning portfolio management, alternative investments, lending, insurance, and succession planning. We operate through a global presence, delivering innovative financial strategies aimed at long-term value creation. Our relationship-led approach ensures clarity, foresight, and continuity, fostering financial growth across generations.
Role Description
This is a full-time, on-site role located in the Greater Delhi Area for a Wealth Manager. The Wealth Manager will be responsible for providing tailored financial planning and investment advice, managing client portfolios, and assisting clients with insurance and risk management. The role involves developing, monitoring, and executing investment strategies for High Net Worth and Ultra-High Net Worth clients. Building and maintaining long-term client relationships and staying updated on market trends to deliver optimal financial solutions are key aspects of the position.
Qualifications
- Proficiency in Financial Planning and Investments to assess and create comprehensive wealth management strategies.
- Expertise in Investment Management and Finance to develop, execute, and monitor tailored investment portfolios.
- Knowledge of insurance products and risk management to provide holistic financial strategies for clients.
- Strong analytical, communication, and relationship management skills.
- Bachelor's degree in Finance, Business Administration, or a related field; certifications such as CFA, CFP, or equivalent are a plus.
- Proven track record of working in the financial services industry, particularly with HNI/UHNI clients.
- Ability to stay updated with market trends and regulatory changes to deliver effective financial solutions.
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