Wealth Manager

We are looking for a dynamic, motivated, and client-focused Financial Advisor / Wealth Manager to join our team at IMMPL Wealth Management. This role offers exposure to all aspects of sales, client relationship management, and financial planning, providing an opportunity to grow both professionally and personally in a fast-paced environment.

The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities while maintaining strong relationships with clients and internal teams. Excellent communication skills and the ability to work independently as well as collaboratively are essential.

Job Definition

The Financial Advisor / Wealth Manager will be responsible for providing accurate financial analysis , managing client accounts, handling sales administration, and building strong relationships across teams to ensure seamless client experiences.

Location : Mumbai, Bangalore, Hyderabad

Key Responsibilities

• Understand client needs and provide tailored financial planning guidance , including asset allocation recommendations, with support from the Research & Financial Planning teams.
• Expand and nurture existing client relationships, improve client satisfaction, strengthen client commitment, ensure retention, and drive revenue growth while acquiring new clients.
• Build and deepen relationships with HNI clients to identify opportunities for increased engagement and revenue.
• Advise clients on strategies for cash management, insurance, investments , and other financial goals.
• Implement financial planning recommendations and regularly review client portfolios to adjust for life changes, economic shifts, or performance updates.
• Manage diverse client portfolios including insurance, mutual funds, hedge funds, real estate, and fixed income instruments.
• Keep client plans up-to-date and prepare reports such as investment performance summaries, financial document interpretations, and income projections .
• Collaborate with Research, Financial Planning, Insurance, and Operations teams to ensure timely information flow to clients.
• Perform other ad-hoc duties as required.

Applicant Requirements

Why Join IMMPL Wealth Management

The application can be directed to [HIDDEN TEXT]

Skills Required

Financial Analysis, Investments, Client Relationship Management, Financial Planning, Insurance, Cash Management