Private Wealth Manager

3 weeks ago

Delhi, Delhi, India Ingenetus Full time
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

  • Private Wealth Manager

    2 days ago

    Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

  • Wealth Manager

    10 hours ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

  • Private Wealth Manager

    5 hours ago

    Delhi, Delhi, India Ingenetus Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionAt 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...

  • Wealth Product Specialist

    10 hours ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description for Wealth Product Specialist:We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...

  • Manager wealth management

    4 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...

  • Manager Wealth Management

    4 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    4 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on...

  • Manager Wealth Management

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    11 hours ago

    Delhi, Delhi, India Maple Capital Advisors Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Maple Capital Advisorsis seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ) is a leading boutique investment banking andadvisory firm focused on Mergers &...

  • Wealth Management Operations Analyst

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Managementto join our team in New Delhi. This is an immediate opening for candidates who thrive in anentrepreneurial, high-impact environment and have prior frontline experience in M&A and PrivateEquity transactions.About Maple Capital AdvisorsMaple Capital Advisors...