Wealth Management Specialist

Company Description Roaring Wealth is a wealth management firm under the House of Aroraz, backed by decades of family expertise in banking, insurance, and investments. The company focuses on making financial growth personal, purposeful, and empowering for individuals and households. Its services include paperless mutual fund investments, tailored insurance solutions, and goal-based financial planning, with portfolio management services to be introduced soon. With a digital-first approach and strong values, Roaring Wealth aims to simplify wealth management for a wide range of clients, from first-time investors to experienced professionals, across India.

Role Description The Wealth Management Specialist is a full-time, on-site role based in Ludhiana. This role involves meeting with clients to understand their financial goals, risk profile, and time horizons, and developing tailored financial plans that align with their objectives. The specialist will analyze investment options, recommend mutual funds and other financial products, and monitor portfolios to ensure performance and compliance with client strategies. Daily responsibilities include explaining insurance solutions, conducting regular portfolio reviews, preparing reports, and supporting clients with ongoing advisory and service needs. The role also requires collaboration with internal teams, maintaining accurate documentation, and staying informed about market trends, regulatory changes, and new financial products.

Qualifications

• Candidates should possess strong skills in Financial Planning and the ability to create goal-based strategies for diverse client profiles.
• Candidates should possess skills in Investment Management and Investments, including asset allocation, risk assessment, and portfolio monitoring.
• Candidates should possess solid Finance knowledge, including understanding of financial markets, products, taxation basics, and regulatory frameworks.
• Candidates should possess knowledge of Insurance solutions, including life, health, and other protection products, and how they fit into holistic financial plans.
• Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, NISM, IRDA) are an advantage.
• Strong analytical, numerical, and problem-solving skills, with attention to detail and the ability to interpret financial data for clients.
• Excellent interpersonal and communication skills, with the ability to explain complex concepts clearly and build long-term client relationships.
• Proficiency with digital financial platforms, spreadsheets, and CRM tools; comfort working in a structured, compliance-driven environment.
• Demonstrated integrity, client-centric mindset, and willingness to continuously learn and stay updated on market and regulatory developments.