Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Jobs

Interviews

Home
>
Jobs in gurugram
>
Planify Capital Limited
>
Wealth Manager

Wealth Manager

Planify Capital Limited

5 years

8 - 15 Lacs

gurugram haryana india

Posted:17 hours ago| Platform:

Apply

Skills Required

management engagement portfolios design strategies finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Overview

Provide strategic, personalized wealth management services to HNI/UHNI clients. Focus on growing, preserving, and transferring wealth using a broad suite of investment instruments, including Mutual Funds, Alternative Investment Funds, and Unlisted Shares. This role demands deep product knowledge, client engagement, and regulatory proficiency.

Key Responsibilities

Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives to meet financial goals.
Design and implement investment strategies, then monitor, review, and rebalance portfolios.
Guide clients through complex products like AIFs and unlisted shares.
Keep up with regulatory guidelines and ensure transparent client communications.
Maintain strong relationships by educating clients, conducting regular reviews, and growing assets under management.

Qualifications

Master’s degree in finance or a related field.
Certifications such as CFA, CFP, or NISM preferred.
5+ years of experience in wealth/advisory roles, ideally with exposure to MFs, AIFs, and private/unlisted markets.

Skills: wealth,investment,mfs,shares,communications,management,equities,aif,hni

More Jobs at Planify Capital Limited

Video Anchor – Financial Content (Unlisted Shares)

Gurugram, Haryana, India

Experience: Not specified

Salary: Not disclosed

Client Onboarding Specialist

Gurugram, Haryana, India

Experience: Not specified

Salary: Not disclosed

Video editor

Gurugram, Haryana, India

2.0 - 2.0 yrs

Salary: Not disclosed

Financial Analyst

Gurugram, Haryana, India

2.0 - 2.0 yrs

Salary: Not disclosed

Investment Banker – Sales & Trading

Gurugram, Haryana, India

3.0 - 6.0 yrs

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Planify Capital Limited

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Wealth Manager