Job Description

Company Description At Ingenetus, we provide comprehensive and personalized wealth management solutions to our diverse clientele, including high-net-worth individuals, retail clients, corporate houses, and financial institutions. Our dedicated Wealth Managers have over two decades of experience in designing customized strategies that cater to the unique financial needs and goals of our clients. Our services include portfolio management, investment solutions, financial planning, loans, insurance, real estate, estate planning, and tax planning. Role Description In this full-time on-site role located in New Delhi, the Private Wealth Manager will be responsible for providing personalized wealth management advice and solutions to clients. Day-to-day tasks include but are not limited to managing client portfolios, acquiring new clients, developing investment strategies, conducting financial planning, providing advice on estate planning and tax planning, and maintaining client relationships. Qualifications Financial Planning and Estate Planning skills Certified Financial Planner designation is preferred Investment Management and Finance expertise Excellent communication and interpersonal skills Ability to build and maintain long-term client relationships Attention to detail and strong analytical skills Bachelor\'s or Master\'s degree in Finance, Economics, Business Administration or related field Relevant professional certifications such as Chartered Financial Analyst (CFA),or Certified Wealth Manager (CWM) are a plus

foundit