Wealth Management

Shortlist
Wealth Management is an area of investment consulting that incorporates all available financial resources to meet the needs of wealthy investors. It is a consultative mechanism by which the consultant collects information about the client's desires and tailors a particular plan using relevant financial products and services. A wealth management consultant or wealth manager is a type of financial advisor who uses the variety of financial disciplines available, such as legal or estate planning, financial and investment advice and retirement planning, accounting and tax services to manage the wealth of an affluent client at a fixed fee.
Mentors from the field
Learn about the field . What day to day work would look like . Growth opportunity & prospects . Interview preparation . Transition advise . Networking


JOSIE LANE
Current position
Journalist, communist & editor for Hindustan Times, DNA & Nat Geo Traveler. She's covered stories from travel start-ups, communities, gentrification, gender issues, and human rights.
Career prospects & criteria
Understand the prospects within the career & the education & other skills you need to make it.
Educational Qualifications
BCom
BBA
MBA Finance
Master of Finance
What you need to get started
+2 years experience in finance and planning industry
Experience in end to end functional testing
NCFM/NISM Certification is an added advantage
Good exposure to Estimation, Planning, Task assignment, Tracking, and reporting
Soft Skills
Financial inclination
Analytical mindset
Far-sightedness
Risk Management
Problem-Solving Skills
Organizational ability
Meticulous Planner
Good Communicator
Empathic
Vigilant
Attentive to Details
Technical Skills
Microsoft Office
Powerpoint presentation
Other Related Careers

