Investors, Bild Wealth with MF

About the Role

WealthVanni is hiring for a full-time, on-site Investors - Bild Wealth with MF position based in Delhi, India.

Key Responsibilities

• Meet and advise clients on mutual fund investments.
• Explain product features and recommend portfolios aligned with clients’ financial goals and risk profiles.
• Conduct regular portfolio reviews.
• Track market developments and update clients on performance and opportunities.
• Prepare basic financial and tax planning outlines.
• Maintain accurate documentation.
• Ensure compliance with regulatory and internal guidelines.
• Collaborate with internal teams for client onboarding, service resolution, and ongoing relationship management.

Requirements & Tech Stack

• Strong understanding of mutual funds, investment products, and basic portfolio construction.
• Knowledge of financial planning concepts, including goal-based planning, risk assessment, and tax planning fundamentals.
• Proficient client communication and interpersonal skills, with the ability to explain financial concepts clearly and neutrally.
• Analytical and numerical skills to interpret market data, fund performance, and client investment needs.
• Ability to work on-site in Delhi.
• Ability to manage multiple client relationships.
• Ability to maintain high ethical and compliance standards.

Qualifications

• Relevant certifications or licenses for mutual fund distribution in India (such as NISM Mutual Fund Distributor Certification) are highly preferred.
• Bachelor’s degree in finance, commerce, economics, business, or a related field.
• Advanced qualifications in financial planning or taxation are an advantage.