Strategic Wealth Manager for Affluent Investors

4 weeks ago


Bengaluru, Karnataka, India Dezerv Full time

We are seeking an experienced Strategic Wealth Manager to join our team at Dezerv, a leading provider of investing solutions for high net worth and affluent Indians. In this role, you will work closely with discerning clients possessing a net worth of ₹50 lakhs and above to help them understand our Portfolio Management Service in Mutual Funds.

Your main responsibility will be to guide clients in making informed investment decisions, helping them navigate the complexities of the market and achieve their long-term financial goals. You will also be responsible for maintaining strong relationships with existing clients, ensuring they remain invested in our portfolio products.

To excel in this role, you must possess excellent communication skills, able to articulate complex financial concepts seamlessly to clients. Strong knowledge of financial products, including mutual funds, stocks, bonds, and portfolio management services, is essential. Prior experience in sales, financial services, or banking is preferred.

As a Strategic Wealth Manager at Dezerv, you can expect:

  • A competitive salary of ₹15-20 lakhs per annum, commensurate with experience
  • A flat organizational structure, allowing for open communication and collaboration with the founding and leadership team
  • High ownership and growth opportunities, enabling you to take on new challenges and develop your skills
  • A great work environment, with a talented team and a wide scope of learning opportunities


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