Junior Wealth Manager

Responsibilities

• Build and maintain strong relationships with clients by understanding their financial goals and investment needs
• Provide personalized financial planning and wealth management solutions
• Advise clients on investment strategies, portfolio management, insurance, and financial security planning
• Analyze financial data and client portfolios to provide strategic recommendations
• Stay updated with market trends, financial regulations, and industry best practices
• Monitor and review client portfolios regularly to optimize financial outcomes
• Represent Finnovate in client meetings, conferences, and industry events
• Ensure high levels of client satisfaction through proactive communication

Requirements

• Bachelor’s degree in Finance, Economics, Commerce, or a related field
• Mandatory NISM XA – XB certification
• 2–3 years of experience in financial advisory or wealth management
• Strong understanding of financial planning and investment products
• Excellent communication and stakeholder management skills
• Analytical mindset for interpreting financial data

Preferred Qualifications

• CFP Certification

About the Company

Finnovate is a fast-growing wealth management company providing customized financial solutions and advisory services to help clients achieve long-term financial success.