Wealth Manager

3 weeks ago

Chennai, India 360 A complete Business Solutions Full time

Wealth Manager (Female Only)

Location: Chennai, India
Company: 360acbs
Industry: Financial Services / Wealth Management
Job Type: Full-Time
Experience: 1–4 Years (Flexible depending on candidate profile)
Gender Preference: Female Candidates Only (as part of diversity hiring initiative)

About 360acbs:

360acbs is a trusted name in the financial services industry, offering holistic wealth management, investment advisory, and financial planning solutions to high-net-worth individuals and businesses. We are committed to delivering personalized strategies that help our clients grow, protect, and manage their wealth.

Key Responsibilities:

  • Build and manage a portfolio of High-Net-Worth Individuals (HNIs) and Ultra-HNIs.
  • Understand client financial goals and develop customized wealth management solutions.
  • Recommend investment products across asset classes including mutual funds, PMS, AIFs, bonds, insurance, and other structured products.
  • Ensure compliance with all regulatory and internal processes.
  • Conduct regular portfolio reviews and rebalancing as needed.
  • Achieve targets related to client acquisition, retention, and AUM (Assets Under Management) growth.
  • Provide exceptional service and maintain strong client relationships.
  • Collaborate with internal teams for research, product insights, and client servicing.

Required Skills & Qualifications:

  • Bachelor's degree in Finance, Commerce, Economics, or related fields. MBA/CFP/CWM certification is a plus.
  • 1–4 years of experience in wealth management, investment advisory, or private banking.
  • Strong understanding of financial products and investment strategies.
  • Excellent communication, presentation, and interpersonal skills.
  • Client-centric mindset with a passion for delivering exceptional service.
  • SEBI RIA/NISM Certifications (Series V-A) will be an advantage.

Why Join Us:

  • Opportunity to work with a dynamic and growing team in a fast-paced environment.
  • Competitive compensation and performance-linked incentives.
  • Strong support structure with research, training, and back-end teams.

Job Type: Full-time

Pay: From ₹300,000.00 per year

Work Location: In person

Speak with the employer

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