Company Description At Ingenetus, we epitomize the principle, ‘Precious solutions for your Precious Wealth’. For over two decades, we've been combining deep expertise with personalized service to craft tailored wealth management strategies. Our dedicated Wealth Managers listen to and understand clients' financial needs and goals, offering bespoke solutions. Serving high net-worth individuals, retail clients, corporate houses, and financial institutions, our services span portfolio management, investment solutions, financial planning, tax planning, and more. We pride ourselves on transparency, high client focus, and a unique approach for every client, all while adhering to their risk profile. Role Description We are seeking a full-time Team Head of Wealth Management to join our team in New Delhi. The role involves leading and managing a team of Wealth Managers, developing and implementing wealth management strategies, and maintaining and growing client relationships. Day-to-day responsibilities include overseeing portfolio management, providing investment advice, and ensuring compliance with financial regulations. The individual will also work closely with investment experts, financial planners, and tax experts to deliver high-quality services to our clients. Qualifications Business Relationship Management skills Finance and Financial Services expertise Investment Management and Investments knowledge Proven track record in wealth management or a related field Strong leadership and team management abilities Excellent analytical and problem-solving skills Exceptional verbal and written communication skills Bachelor's degree in Finance, Economics, Business Administration, or related field; advanced certifications such as CFA or CFP are a plus
As a Team Head of Wealth Management at Ingenetus, your role will involve leading and managing a team of Wealth Managers in New Delhi. You will be responsible for developing and implementing tailored wealth management strategies to meet the financial needs and goals of our diverse client base, which includes high net-worth individuals, retail clients, corporate houses, and financial institutions. Your day-to-day tasks will include overseeing portfolio management, providing investment advice, and ensuring compliance with financial regulations. You will collaborate with investment experts, financial planners, and tax experts to deliver high-quality and personalized services to our clients. Your proven track record in wealth management or a related field will be crucial in ensuring the success of our clients" financial strategies. To excel in this role, you must possess strong leadership and team management abilities, exceptional analytical and problem-solving skills, and excellent verbal and written communication skills. Your qualifications should include Business Relationship Management skills, expertise in Finance and Financial Services, knowledge of Investment Management, and proven experience in the field. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required, while advanced certifications such as CFA or CFP would be considered a plus. Join us at Ingenetus and contribute to our mission of providing precious solutions for our clients" precious wealth. Your dedication to transparency, client focus, and personalized service will be key in upholding our reputation as a trusted wealth management partner.,
Company Description At Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our services cover portfolio management, mutual funds, fixed income products, real estate, estate planning, and insurance. We emphasize a collaborative team approach, transparency, and high client focus to deliver customized solutions and proactive risk management. Role Description This is a full-time on-site role for a Private Wealth Manager at Ingenetus, located in New Delhi. The Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions. Daily tasks include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service. Qualifications Financial Planning and Estate Planning skills Certified Financial Planner (CFP) designation Investment Management and Finance expertise Excellent interpersonal and communication skills Ability to work independently and as part of a team Experience in client-focused roles and wealth management Bachelor's degree in Finance, Economics, Business, or a related field
Company Description At Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our services cover portfolio management, mutual funds, fixed income products, real estate, estate planning, and insurance. We emphasize a collaborative team approach, transparency, and high client focus to deliver customized solutions and proactive risk management. Role Description This is a full-time on-site role for a Private Wealth Manager at Ingenetus, located in New Delhi. The Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions. Daily tasks include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service. Qualifications Financial Planning and Estate Planning skills Certified Financial Planner (CFP) designation Investment Management and Finance expertise Excellent interpersonal and communication skills Ability to work independently and as part of a team Experience in client-focused roles and wealth management Bachelor's degree in Finance, Economics, Business, or a related field
You will be joining Ingenetus as a Private Wealth Manager, where you will play a crucial role in understanding and catering to the financial requirements and objectives of our esteemed clients. Your primary responsibilities will include developing personalized wealth management strategies, guiding clients on investment solutions, and ensuring their satisfaction through dedicated service. In this full-time on-site position based in New Delhi, you will engage in financial planning, estate planning, investment management, and other related tasks. To excel in this role, you are expected to possess skills in Financial Planning and Estate Planning, hold a Certified Financial Planner (CFP) designation, demonstrate expertise in Investment Management and Finance, exhibit excellent interpersonal and communication abilities, and have the capacity to work effectively both independently and as part of a team. Previous experience in client-focused roles and wealth management, along with a Bachelor's degree in Finance, Economics, Business, or a related field, will be valuable assets in contributing to the success of our Wealth Management team at Ingenetus.,
Private Wealth Manager Ingenetus — Dwarka, New Delhi (On‑site with hybrid flexibility - Monday is a WFH for all employees) About Ingenetus Ingenetus is more than a Mutual Fund Distribution firm focused on transparent, client‑centric wealth management. We align portfolios to financial freedom, not commissions, and we do not push high‑commission ULIPs or traditional plans. Our distribution model, research‑led portfolios, and disciplined risk management help clients achieve “financial freedom” with clarity and confidence.  We also lead financial awareness sessions for well‑known corporates and communities, giving our employees strong platforms for thought leadership and warm relationships.  ⸻ The Opportunity Own and grow a high‑quality HNI/affluent client book within a true‑financial distribution setup. You’ll have the support of a nimble team, inbound opportunities from marketing & programs, and product‑agnostic research to do right by clients—and be rewarded for it.  ⸻ What You’ll Do Client leadership & growth • Deepen relationships across your existing book; run periodic reviews, rebalancing, and tracking. • Generate incremental wallet share across Mutual Funds, Direct Equity/Models, PMS, Alternate Assets, Insurance (term & general), Loans, Estate & Tax Planning, aligned to client needs. New client acquisition • Convert referrals, social leads, corporate awareness events, and internal acquisition team leads; run discovery → plan → onboarding.  Financial learning excellence • Build plans basis risk assesments and investment objectives; present clear proposals and performance narratives. • Maintain clean MIS/CRM hygiene; collaborate with research, ops, and compliance for a frictionless client experience.  Commercial impact • This is a sales‑owned role with KRAs linked to revenue; you’ll manage a focused pipeline and deliver predictable growth.  ⸻ You’ll Excel Here If You Have • 2+ years of relevant experience in private wealth/financial advisory (MFD/RIA/WM/AMC/Broking/Banking).  • A portable book of HNI/affluent clients and a trusted professional network.  • Outstanding communication, presence, and relationship stamina—you’re as comfortable in boardrooms as you are at kitchen tables.  • Strong understanding of Mutual Funds, capital markets, and profitability drivers; comfort with portfolio analytics & rebalancing.  • Graduate/Postgraduate; CWM/CFP preferred (CWM noted as an advantage).  • Bring your own laptop; thrive in a boutique, high‑ownership environment.  ⸻ What You’ll Get • Lucrative fixed + attractive bonus, tied to both yours & companys performance • Hybrid flexibility (role is primarily on‑site at Dwarka).  • Insurance benefits and a genuinely supportive, growth‑focused culture with monthly upskilling workshops.  • Access to a client‑first MFD platform, transparent fees, research‑driven portfolios, and a brand that stands for ethics & transparency.  • Mentorship and visibility through financial awareness programs with reputed organizations.  ⸻ How to Apply Email your résumé to samiya@ingenetus.com & information@ingenetus.com with subject “PWM — Your Name”, and include: 1. A brief note on your current AUM & client segments, 2) Product mix (MF/Equity/Insurance/Loans), 3) Notice period.  OR Apply Through LinkedIn ⸻ Why top employees choose Ingenetus • AMFI refistered MFD with clear, published compliance and advice‑only posture.  • Ethical approach (no ULIPs/traditional plan pushes), transparent revenue and research‑led portfolios.  • Client‑centric culture with mentorship, high standards, and trust at the core.