Relationship Manager/Portfolio Manager/Wealth Manager

3 days ago

GurgaonGurugram, India Hireginie talent cloud Full time

Our Client

A top-tier fintech company revolutionizing how modern Indians manage their wealth. By leveraging cutting-edge technology, we deliver smarter, faster, and more convenient financial solutions. With - 1000+ crore in monthly investments and 2 million+ transactions, we are a key player in India's digital investment landscape.

Position

CFP & Relationship Manager / Investment Advisor

Experience: 3-8 years in financial planning and wealth advisory

Education: Graduate (CFP/CFA/CA preferred)

Location: Gurgaon

Role Overview

We are looking for an experienced Certified Financial Planner (CFP) with strong relationship management skills to join our wealth advisory team. You will serve as a trusted financial partner to affluent and high-net-worth individuals, providing holistic, goal-based financial advice while strengthening long-term relationships.

The right candidate will have a deep understanding of the Indian financial markets, a proven track record in wealth management, and the ability to combine financial planning expertise with client engagement skills.

Key Responsibilities

Client Relationship Management

- Build lasting, trust-based relationships with high-net-worth clients.

- Act as a single point of contact for their financial planning and investment needs.

- Anticipate client requirements, resolve concerns, and deliver personalized advisory solutions.

- Identify cross-selling opportunities, enhance client portfolios, and generate referrals to expand the firm's client base.

Financial Planning & Portfolio Management

- Conduct detailed financial assessments, including cash flow, investment, tax, retirement, and estate planning.

- Create and present customized financial plans aligned with client goals and risk profiles.

- Monitor and update plans regularly based on market trends, life changes, or regulatory updates.

- Optimize portfolios for tax efficiency and long-term growth while ensuring SEBI compliance.

- Contribute to the development of a tech-driven DIY financial planning platform for retail users.

Business Development

- Leverage professional networks to acquire new clients and grow the firm's Assets Under Management (AUM).

- Represent the firm at industry events, investor seminars, and networking forums to build brand visibility.

Requirements

Qualifications :

- Bachelor's degree in Finance, Economics, Business, or related fields.

- CFP (Financial Planning Standards Board India) preferred; CFA, NISM, or CA certifications are an advantage.

Experience

- 5+ years in financial planning & wealth management, with at least 3 years as a Relationship Manager.

- Proven track record of managing high-net-worth clients and growing AUM.

Skills & Expertise

- Strong knowledge of Indian financial products, tax laws, and investment strategies (mutual funds, ULIPs, PMS, REITs, etc.).

- Proficiency in financial planning tools & software.

- Excellent communication & interpersonal skills; ability to simplify complex financial concepts for clients.

- Analytical & research-driven approach to portfolio construction and risk assessment.

- Client-first mindset with demonstrated ability to earn and maintain client trust.

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