Wealth manager

Department : Wealth Management / Financial Advisory

Reports To : [Director of Wealth Management / Senior Partner / CEO]

Location- Jaipur, Kolkata, Mumbai, Raipur

Job Summary

We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth individuals and institutional clients with comprehensive financial advice tailored to their unique goals. You will develop personalized wealth management strategies, oversee investment portfolios, and offer guidance on estate planning, tax optimization, and risk management.

The ideal candidate has a strong background in financial planning and investment management, excellent interpersonal skills, and a commitment to delivering exceptional client service.

Key Responsibilities

Develop, implement, and monitor comprehensive financial plans based on clients’ short- and long-term goals.

Manage and optimize client investment portfolios in line with risk tolerance, market trends, and financial objectives.

Provide expert guidance on tax-efficient investment strategies, estate planning, and wealth preservation.

Conduct regular portfolio reviews and performance analysis to adjust strategies as necessary.

Build and maintain long-term relationships with clients through ongoing communication and proactive financial advice.

Stay up to date with global market developments, regulatory changes, and economic conditions to inform strategy.

Collaborate with legal, tax, and insurance professionals to deliver integrated financial solutions.

Identify new business opportunities through referrals, networking, and business development initiatives.

Qualifications

Bachelor's degree in Finance, Economics, Business Administration or a related field (Master’s degree or MBA preferred).

Professional certifications such as CFP, CFA, CPA, or similar are strongly preferred.

Minimum [2] years of experience in wealth management, financial planning, or investment advisory roles.

Strong knowledge of financial markets, investment products, and regulatory frameworks.

Excellent communication, analytical, and relationship-building skills.

Proven ability to manage high-net-worth client relationships and deliver tailored financial solutions.