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NCS Code: 2412.0200
A wealth manager helps individuals manage their money, investments, and financial planning. They advise clients on investments like stocks, mutual funds, insurance, and retirement planning. They work with banks, financial firms, and high-net-worth individuals to grow and protect wealth.
Strong Analytical Skills
Financial and Investment Knowledge
Communication and Client Handling Skills
Problem-Solving Skills
Decision-Making Skills
Risk Management Skills
Trustworthiness and Ethics
Biswanath Patnaik, a prominent industrialist and investor from Odisha, highlights his journey from modest beginnings to a significant role in international finance. He is also the chairman and founder of the finest group of companies. He is known for his work in sustainable investments and financial services. He serves as a prominent example of a successful business leader from Odisha.
A wealth manager can start their own financial advisory firm, offering services in investment planning, portfolio management, and wealth growth strategies. They can work independently or collaborate with financial institutions and build a strong client base over time.
Locomotor Disability
Hearing Impairment
Visual Impairment (with assistive tools)
Learning Disabilities
Multiple Disabilities