Company Description

Fisdom Private Wealth is a venture of Finwizard Technology Pvt Ltd, India’s leading wealth Fin-tech company. Our goal is to provide High Net Worth Individuals (HNIs) with a reliable and robust technology platform to meet their wealth management needs. We believe in a “Phygital” model that combines physical and digital services to offer the best-in-class solutions to mass affluent and high-net-worth individuals. We are dedicated to delivering personalized services through experienced and dedicated wealth managers.

Role Description

This is a full-time hybrid role for a Senior Wealth Manager at Fisdom Private Wealth. As a Senior Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to our clients, both organic and PSU Bank clients. You will collaborate with a team of professionals to understand clients’ financial goals, develop personalized investment strategies, manage portfolios, and ensure the growth and protection of their wealth. This role will require a combination of in-office work in the Kolkata metropolitan area and some remote work.

Qualifications

• Expertise in Financial Planning and Investment Management
• In-depth knowledge of Investments, Finance, and Insurance
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Proven track record of delivering exceptional results
• Relevant certifications (e.g., CFP, CFA) are highly desirable
• Bachelor’s degree in Finance, Economics, or related field