Manager - Wealth Management
4 weeks ago
Required Skills CFA level 2-3 Certified Financial Planner Wealth Investment Advisory Develop customized financial plans aligned with clients life goals liquidity needs and risk profiles Provide advice across asset classes including equities fixed income AIFs PMS real estate insurance and private equity Support in asset allocation portfolio rebalancing and wealth performance reporting Financial Planning Cash Flow Management Create and manage comprehensive plans covering o Retirement planning Education funding Lifestyle budgeting Liquidity events business exits inheritance Estate Succession Planning Coordinate with internal legal tax teams to structure Wills family trusts and succession frameworks Advise clients on inter-generational transfer strategies and asset titling Family Governance Advisory Support clients in building family charters investment committees and governance protocols Facilitate family meetings strategy workshops and philanthropic planning Client Management Reporting Track and report portfolio performance financial goal alignment and compliance requirements Interface with investment managers tax advisors and legal professionals as needed Qualifications Certified Financial Planner CFP credential is mandatory 5-10 years of experience in wealth management private banking or family office advisory Exposure to working with UHNI clients founders or multi-family offices is highly preferred Location Connaught Place Delhi Commitment Full-time Work Days and Time Monday to Friday from 9 30am-6pm Apply Now Send your resume to anjeet khandelwal akcjventures com with Subject title clearly marked CFP
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Wealth Manager
3 weeks ago
New Delhi, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Wealth Manager
4 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
3 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
1 week ago
Delhi, Delhi, India ONE Horizon Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per yearResponsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus
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Wealth Management Associate
3 days ago
Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearFull Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...
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Content Writer
3 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Content Writer
3 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Wealth Management – Research
1 week ago
Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSelected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...
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Account Manager
2 weeks ago
New Delhi, India Anand Rathi Wealth Limited Full timeCompany DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Wealth Manager
2 weeks ago
Delhi, NCR, India Moneypalm Wealth Pvt Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearServices: Equity MF PMS AIF Insurance Distribution Customized Real Estate SolutionsRole- Experienced Wealth Manager to acquire HNI clientsResponsibilities- Identify and acquire new HNI clients through networking, referrals, and other channels
