Wealth Manager

Lakshya Finserv

Company Description Lakshya Finserv supports individuals throughout their investment journey, with a primary focus on mutual funds. The firm aims to simplify investing by offering clear guidance and tailored solutions that align with clients’ financial goals. By emphasizing education and transparency, Lakshya Finserv helps clients make informed decisions and build long-term wealth. The team is committed to client-centric service and sustainable financial growth.
Role Description This is a full-time, on-site Wealth Manager role based in Jodhpur. The Wealth Manager will meet with clients to understand their financial goals, risk appetite, and investment timelines, and design appropriate mutual fund and related investment strategies. Daily responsibilities include preparing and reviewing financial plans, monitoring client portfolios, recommending adjustments, and explaining investment options in a clear and compliant manner. The role also involves maintaining detailed client records, staying updated on market trends and regulatory changes, coordinating with product providers, and supporting client onboarding and periodic reviews. The Wealth Manager is expected to build long-term relationships, provide proactive portfolio insights, and contribute to the firm’s growth through high-quality advisory services.
Qualifications

Strong financial planning skills, including the ability to develop and review comprehensive plans aligned with client goals.
Ability to manage investments and mutual fund portfolios, with solid knowledge of investment management principles.
Sound understanding of core finance concepts and wealth management practices.
Knowledge of insurance products and their role in overall financial planning.
Relevant academic background in Finance, Commerce, Economics, or a related field; professional certifications (e.g., CFP, NISM) are an advantage.
Excellent analytical, numerical, and problem-solving skills, with attention to detail and accuracy.
Clear and professional communication skills, with the ability to explain financial concepts to clients in simple terms.
Ethical, client-focused mindset with the ability to work independently and collaboratively in an on-site environment.