Portfolio Manager

Location : On-site : South Delhi

Company : M S Wealth

• About Us :

M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves high-net-worth and ultra-high-net-worth clients, focusing on transparent advice, long-term wealth creation, and trust-based relationships.

• Role Overview :

We are seeking an experienced Wealth Advisor to join our on-site South Delhi office. The role involves client acquisition, investment advisory, and relationship management, with a focus on growing assets under management (AUM) and achieving defined business goals.

• Key Responsibilities :

Build, manage, and expand relationships with HNI and UHNI clients.

Distribute a wide range of third-party investment and insurance products.

Understand client goals and risk profiles to recommend suitable financial solutions.

Conduct regular portfolio reviews and ensure a high level of client satisfaction.

Achieve monthly and annual AUM and revenue targets.

Collaborate with research, operations, and compliance teams for seamless execution.

• Desired Profile :

Minimum 4–5 years of experience in a reputed wealth management or financial advisory firm.

Proven record of client acquisition and portfolio management.

Sound knowledge of financial markets and investment products.

Excellent communication, analytical, and interpersonal skills.

Self-motivated, ethical, and target-oriented professional.

• Qualifications :

CA, CFA, CFP, or MBA (Finance) preferred.

Bachelor’s or Master’s degree in Finance, Commerce, or Economics required.

• Compensation :

Competitive fixed salary with performance-linked incentives and long-term career growth opportunities.

• How to Apply :

Send your résumé to info@fmtledu.com with the subject line “Application – Wealth Advisor (South Delhi)”.

• Equal Opportunity Statement :

M S Wealth is an equal-opportunity employer. We welcome applications from all qualified individuals regardless of gender, age, religion, disability, or background.