Wealth Manager

About Us

We are a leading stock broking and wealth management firm offering a full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.

Role Overview

PRIOR EXPERIENCE IS MANDATORY

Key Responsibilities

• Acquire, manage, and grow a portfolio of HNI/UHNI clients
• Provide personalized investment advice across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments
• Leverage your existing client relationships and network to onboard new clients
• Track client portfolios and deliver consistent performance reviews and reporting
• Collaborate with in-house research and advisory teams to deliver insights and strategies
• Maintain high standards of ethics and professionalism

Ideal Candidate Profile

• 5–7 years of relevant experience in wealth management or private banking
• Existing client book and AUM mandatory
• Sound understanding of capital markets, financial products, taxation, and compliance
• Excellent communication, presentation, and relationship management skills
• Available to join in 30 days or less
• Certifications such as NISM, CFP, or CFA (preferred but not mandatory)

What We Offer

• Attractive performance-based incentives and revenue sharing
• Access to best-in-class research and advisory support
• Modern, tech-driven platform for seamless client servicing
• Wide basket of products and services to offer clients
• Flexible work environment