Strategic Wealth Advisor

About US At Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services. We are...

About USAt Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services.We are...

About USAt Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services.We are...

We empower individuals to achieve their financial goals through strategic planning and investment expertise.About This RoleThis is a dynamic opportunity for experienced professionals to deliver exceptional client experiences, provide tailored financial solutions, and cultivate strong relationships with high-net-worth clients.Acquire and manage long-term...

Wealth ManagerThe Wealth Manager is a vital component in the acquisition of high net worth clients, building robust relationships with financial institutions. The primary responsibility lies in selling investment and insurance products to high-net-worth individuals, generating fee-based income.Key Responsibilities:Nurture and manage customer relationships...

Job Title: Assistant Treasury ManagerWe are seeking a skilled and experienced treasury professional to join our team as an Assistant Treasury Manager. In this role, you will be responsible for managing the company's cash flow, banking operations, and foreign exchange risk mitigation.The successful candidate will have a strong understanding of treasury...

Strategic Client Relationship ManagerAbout the Opportunity:We are seeking an experienced professional to acquire and manage high-quality client relationships, offering goal-based financial planning and personalized investment strategies.The ideal candidate will have 2 years of experience in wealth management, banking, or HNI relationship management, with...

Job DescriptionWe are seeking a seasoned professional to lead large-scale operations across the banking, financial services, and insurance sectors.The ideal candidate will possess a strong background in wealth management, retail banking, compliance, and financial risk functions.Key Responsibilities:Lead end-to-end service delivery management for global...

Job Title:Commercial Banking ProfessionalAbout the Role:We are seeking a seasoned commercial banking consultant to join our team. This individual will act as a solutions expert/advisor, providing strategic insights and domain expertise across commercial banking operations.Main Responsibilities:Act as a domain consultant and advisor in commercial banking...

:We are seeking a highly analytical and strategic Business Finance Manager – Sales Operations to serve as a key financial partner to our Sales and Sales Operations teams.Responsibilities:- Develop financial models and dashboards to monitor KPIs, analyze revenue trends, and present sales performance reviews to leadership- Lead budgeting, forecasting, and...