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Fisdom Private Wealth
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