Wealth Manager

Job Title: Wealth Management Associate / Advisor

Location: Trivandrum, Kerala
Experience: 2 to 5 Years
Employment Type: Full-Time, Onsite

Job Summary:

We are seeking a motivated and client-focused Wealth Management Associate / Advisor to join our financial advisory team in Trivandrum. The ideal candidate will have 2–5 years of experience in wealth management, investment advisory, or financial planning, with a strong understanding of financial markets, portfolio strategies, and client relationship management.

Key Responsibilities:

• Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite.
• Provide personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products.
• Conduct periodic portfolio reviews and recommend rebalancing strategies.
• Stay up-to-date with market trends, investment products, and regulatory guidelines.
• Collaborate with internal teams for client onboarding, documentation, and compliance checks.
• Build and maintain long-term relationships with clients by offering consistent support and guidance.
• Achieve assigned business targets and contribute to the company’s financial advisory goals.
• Organize and participate in client meetings, webinars, and financial literacy sessions.

Key Skills & Qualifications:

• 2–5 years of experience in wealth management, financial planning, or investment advisory.
• Certification in NISM (Investment Adviser / Mutual Fund Distributor) is highly desirable.
• Knowledge of investment products, taxation, insurance, and risk assessment tools.
• Strong interpersonal, communication, and relationship-building skills.
• Proficiency in CRM tools, MS Office, and financial planning software.
• High integrity, ethical standards, and client-centric mindset.

Nice to Have:

• Certification in CFP, CFA (Level 1), or other financial planning credentials.
• Exposure to HNI/UHNI client management.
• Experience with digital wealth platforms and tools.

Ready to shape the financial future of clients? Apply now!
Send your CV to: fawas.m@ixiligence.com

Job Type: Full-time

Work Location: In person

Speak with the employer
+91 7736691629