Manager / Sr. Manager - Wealth management

Know the Company

CoinSwitch breaks down the complexities in Crypto, empowering the everyday Indian to make informed investment decisions on a simple and trusted platform. When we started up, Crypto was a field reserved for specialists. Today, over 19 million users trust CoinSwitch to learn, purchase and invest in Crypto. That makes us India's largest crypto app.

On CoinSwitch, users can invest in Crypto with a few simple taps, either as a one-time purchase or in regular intervals through an SIP. But simplicity is not a substitute for informed decisions. A CoinSwitch user spends 27 minutes on our app—to learn about Crypto and Web3 through our educational content and understand the market sentiments through CRE8, the Crypto Rupee Index.

But we are just getting started. CoinSwitch not only plans to double down on making Crypto accessible to everyone but is on track to become the one-stop wealth-tech destination for every Indian.

For more information about CoinSwitch, find additional resources here : https : / / linktr.ee / coinswitchcareers

CoinSwitch Alpha, part of CoinSwitch, is India's premier platform for HNIs, UHNIs, family offices, and institutions to explore and grow in the world of digital assets. Backed by Peak XV, Paradigm, Tiger Global, a16z, and Coinbase Ventures, and valued at $1.9 billion, we deliver curated strategies, deep research, and global access to opportunities across the evolving asset class. With UHNIs, family offices, and institutions increasingly looking to diversify portfolios, crypto is fast emerging as a credible avenue to generate alpha. Our mission is to empower India's elite investors to stay ahead of the curve and capture the future of wealth creation.

About the Role

We are seeking a well connected, resourceful, and client-obsessed Wealth Managers and Senior Wealth Managers to build and manage relationships with HNIs, UHNIs, family offices, and institutions at CoinSwitch Alpha. This role requires deep financial acumen, an intuitive understanding of investor needs, and the ability to curate personalized digital asset strategies with discretion and excellence - Crypto knowledge is important but not necessary.

What You Will Do

• Build and manage an exclusive portfolio of HNI, UHNI, family office, and institutional clients, serving as their trusted advisor in digital assets.
• Understand client objectives and design customized investment strategies across crypto and digital assets.
• Leverage CoinSwitch Alpha's research, strategies to deliver differentiated opportunities.
• Build impactful relationships with ecosystem partners and institutions to expand client opportunities.
• Work closely with research, strategy, and partnerships teams to deliver seamless client outcomes.
• Drive client satisfaction, portfolio growth, and ensure long-term relationship value.

What You Should Have

Life at Coinswitch

We take great pride in what we do, and are committed to our mission. And we have a lot of fun while at it!

Here's how we do things at CoinSwitch :

Speaking of lists, the perks and benefits are so extensive, this space isn't enough. Here are a few :

Disclaimer : We are an equal opportunity employer committed to building a respectful and empowering work environment for all people to freely express themselves amongst colleagues who embrace diversity in all respects. Including fresh voices and unique points of view in all aspects of our business not only creates an environment where we can all grow and thrive but also increases our potential to produce work that better represents—and resonates with—the world around us.

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Skills Required

Portfolio Management, Financial Markets