Company Description Plutus Fintech Pvt. Ltd. is a financial advisory and mutual fund distribution company with over 50 years of combined experience. We offer a comprehensive range of services, including mutual fund investments, wealth management, portfolio management services, insurance, and Demat accounts. Our dedicated team of experts provides tailored guidance to help clients make informed decisions on where, when, and how much to invest. With a personalized approach, Plutus Fintech focuses on helping clients create a secure financial future, whether planning for retirement, education, or other life goals. Join us in delivering expert financial solutions that prioritize what truly matters to our clients. Role Description This is a full-time, on-site role located in Indore for a Wealth Manager. The Wealth Manager will work closely with clients to develop and implement tailored financial plans, manage investment portfolios, and provide long-term wealth management solutions. Responsibilities include analyzing clients financial statuses, advising on investment opportunities, offering insurance solutions, monitoring portfolio performance, and ensuring alignment with financial goals. Qualifications Proficiency in Financial Planning and Finance with a focus on providing holistic and personalized services Experience with Investment Management and Investments, including knowledge of market trends and portfolio strategies Knowledge of insurance products such as health, life, and business insurance Strong communication and interpersonal skills to establish trust and confidence with clients Bachelor's degree in Finance, Economics, Accounting, or a related field; professional certifications like CFP or CFA are a plus Ability to work independently and manage client portfolios effectively