Wealth Manager

Job Description – Wealth Manager (For PG Finance Students)

Fincart – Where Wealth Meets Purpose

Locations: Mumbai

Joining Date: 07th January 2026

Role Overview

Position: Wealth Manager

Model: Internship + PPO (Full-time)

Profile: Financial Advisory Sales

Eligibility: Fresh Postgraduates (Finance Stream Only)

As Wealth Managers, selected candidates will represent Fincart, helping clients plan, invest, and achieve their financial goals.

Open Positions

• Noida: 7
• Mumbai: 8

Key Responsibilities

• Connect with clients to understand their financial goals.
• Provide virtual financial advisory through calls & digital platforms.
• Develop tailored investment solutions.
• Support clients throughout their wealth journey—from planning to execution.
• Work closely with senior advisors on financial strategies.
• Stay updated on market trends & investment products.
• Conduct webinars to educate and engage potential clients.
• Build long-term, trust-based client relationships.

Candidate Requirements

• Postgraduates in Finance / Commerce / Economics.
• Minimum 60% throughout academics.
• Excellent communication & relationship-building skills.
• Strong sales orientation and problem-solving ability.
• Tech-savvy, proactive, and adaptable.
• Certifications like NISM / CFP are a plus.

Why Join Fincart

• Make a real impact on clients' financial lives.
• Clear, structured career growth from Wealth Manager to Senior roles.
• Learn directly from industry leaders:
• Performance-driven rewards & incentives.
• Supportive, purpose-driven, high-growth work culture.

At Fincart, students won't just start a job—they'll begin a purpose-driven journey of growth, impact, and success.

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Skills Required
Financial Advisory, Nism, CFP