Senior Wealth Advisor

3 days ago


Thrissur, Kerala, India beBeePortfolio Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Private Wealth Manager Opportunity

At Ingenetus, we specialize in providing tailored wealth management solutions to meet the unique financial needs and objectives of our clients. With over two decades of experience, our dedicated team offers a range of investment services for high net-worth individuals, retail clients, corporate entities, and financial institutions. Our expertise encompasses portfolio management, mutual funds, fixed income products, real estate, estate planning, and insurance.

This is a full-time on-site role for a Private Wealth Manager at Ingenetus, located in New Delhi. The successful candidate will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions. Key tasks include:

  • Financial planning and estate planning
  • Certified Financial Planner (CFP) designation
  • Investment management and finance expertise
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a collaborative team
  • Experience in client-focused roles and wealth management
  • Bachelor's degree in Finance, Economics, Business, or a related field

As a Private Wealth Manager, you will play a critical role in delivering exceptional client service and building long-term relationships. We offer a dynamic work environment with opportunities for growth and professional development.


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