Wealth Manager

About Wealixir
Wealixir is a growing financial consulting and wealth advisory firm helping individuals and businesses make smarter financial decisions. We provide personalized investment strategies, financial planning, and insurance solutions, combining integrity, insight, and innovation.
Role Overview
We are seeking an experienced Wealth Manager to join our dynamic team in Mangalore. You will be responsible for financial planning, investment management, and overseeing various financial aspects for clients on a day-to-day basis, including insurance solutions.
You report to the Senior Wealth Manager and collaborate closely with the CEO on strategic client initiatives.
Key Responsibilities
· Develop and implement comprehensive financial plans tailored to client goals.
· Manage client investments, monitor portfolios, and ensure regular reviews.
· Provide insurance solutions and guide clients on risk management strategies.
· Oversee day-to-day financial aspects for clients, including investment, insurance, and other financial planning needs.
· Prepare detailed financial quotations, proposals, and presentations.
· Stay updated with market trends, investment products, and regulatory changes.
Requirements
· Experience: Minimum 2–4 years in wealth management, preferably with banks or financial advisory firms.
· Mandatory Certification: NISM Series V-A: Mutual Fund Distributors.
· Expertise in financial planning and management.
· Strong experience in investments and finance.
· Knowledge of insurance principles.
· Strong analytical and problem-solving skills.
· Excellent communication and presentation skills.
· Bachelor’s degree in commerce.
· CFP and CFA certifications are a plus.
· Proven ability to build and manage HNI client relationships.
· Proficiency in preparing client quotations and investment plans.

Work arrangement
No