Company Overview

I4 Consulting: Reimagining HR Blueprints is dedicated to building the next Generation Organisation through data-driven employee insights. We empower organisations via Technology Innovations, impacting Talent Attraction, Employee Experience, and Productivity. Our success is measured by the ROI for the organisation and the delta created in the HR Blueprint post our partnership. We specialise in providing agile and cost-effective solutions tailored to organisational needs, particularly for startups, retail, media, and product-based organisations, among other MNC and Management Consulting sectors. We have 11-50 employees and are headquartered in PAN India. Visit our website at www.i4consulting.co.in.

Role Overview: We are seeking an experienced Wealth Manager to join our dynamic team. The ideal candidate will have a strong background in mutual funds and bond handling, with a proven track record of managing and advising High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI). This role involves developing and implementing wealth management strategies, providing tailored investment advice, and ensuring the highest level of client satisfaction.

Key Responsibilities:

• Develop comprehensive wealth management strategies for HNI and UHNI clients.
• Manage and advise on a diverse portfolio of mutual funds and bonds.
• Conduct thorough financial analysis to recommend appropriate investment options.
• Build and maintain long-term relationships with clients, understanding their financial goals and risk tolerance.
• Stay updated on market trends and regulatory changes to provide informed advice.
• Collaborate with internal teams to deliver seamless financial solutions.
• Monitor client portfolios and make adjustments as necessary to meet financial objectives.
• Provide regular reports and updates to clients on their investment performance.

Qualifications:

• Bachelor's degree in Finance, Economics, or related field; CFA or CFP certification preferred.
• 5-15 years of experience in wealth management, with a focus on mutual funds and bonds.
• Demonstrated success in managing HNI and UHNI client relationships.
• Strong analytical skills and the ability to interpret complex financial data.
• Excellent communication and interpersonal skills.
• High level of integrity and ethical standards.
• Proficiency in financial software and tools.