Wealth Manager

1 week ago

Lucknow Uttar Pradesh, India STAFFIAA Full time

We re Hiring Wealth Manager Leading Wealth Management Firm Locations Chennai Hyderabad Coimbatore Madurai Bangalore Delhi Mangalore Mumbai Pune Indore Nagpur Ahmedabad Jaipur Lucknow Experience Minimum 8 years in Wealth Management CTC No bar for the right candidate Company One of India s Leading Wealth Management Firms About the Role We are looking for experienced Wealth Managers to join a leading wealth management company with a strong presence across India This role involves offering end-to-end investment and financial planning solutions to HNI and UHNI clients helping them achieve their long-term financial goals through customized strategies Key Responsibilities Develop and implement comprehensive financial plans tailored to individual client needs Build and manage diversified investment portfolios aligned with client objectives and risk profiles Monitor financial markets analyze trends and provide timely investment recommendations Maintain and grow client relationships through regular reviews and proactive advisory Ensure full compliance with regulatory requirements and internal risk guidelines Qualifications Graduate in Finance Economics Business or a related field CFP certification preferred 8 years of relevant experience in wealth management financial planning or investment advisory Strong understanding of financial products capital markets and investment regulations Excellent communication relationship-building and advisory skills Key Skills Financial Planning Portfolio Management Capital Market Expertise Risk Analysis Client Relationship Management Apply Now If you are a result-driven wealth management professional looking for your next big opportunity please share your updated CV at resume staffiaa com For queries feel free to connect with us directly - Mobile - 91 92142 25599 Build long-term client value and a rewarding career with one of India s premier wealth management platforms

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