Gostocks Financial Services - Wealth Manager

Job Description : Wealth Manager

Employment Type : Full-time / Hybrid

About GoStocks :

GoStocks is a client-centric, fintech-driven financial services firm dedicated to empowering investors through disciplined wealth creation. We focus on long-term, fundamentals-based portfolio strategies backed by robust risk management and consistent performance across market cycles.

As a fintech-first organization, GoStocks is continuously enhancing digital capabilities to deliver seamless and intuitive investment experiences. Our investment offerings include mutual funds, direct equity, fixed-income products, tax-saving instruments, and insurance solutions.

Role Overview :

GoStocks is seeking dynamic, mature, and experienced Wealth Managers with 510 years of industry experience. The ideal candidate will have strong market exposure, a client-first mindset, and a proven ability to acquire and manage high-value clients. You will play a pivotal role in expanding our wealth management and portfolio management services while contributing to long-term business growth.

Key Responsibilities :

1. Client Acquisition & Relationship Management

• Identify, source, and acquire new clients (HNI, UHNI, affluent investors).
• Build long-term relationships and act as a trusted financial advisor.
• Conduct periodic reviews to understand clients financial goals and risk profile.
• Provide exceptional servicing and ensure superior client experience.

2. Portfolio & Wealth Strategy :

3. Business Development & Growth :

4. Risk & Compliance :

5. Reporting & Analytics

6. Team Contribution & Leadership

Skills & Knowledge :

Personal Attributes :

Other Requirements :

What We Offer :

(ref : iimjobs.com)