Strategic Wealth Manager

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...

Expert Financial StrategistAbout the RoleWe design and deliver personalized financial strategies that empower our clients to achieve their goals.As an Expert Financial Strategist, you will be responsible for acquiring and managing high-quality client relationships. You will offer goal-based financial planning and develop tailored investment strategies to...

Job OpportunityWe are seeking a seasoned professional to join our team in the Wealth Management sector.About the Role:The successful candidate will be responsible for developing and providing solutions to clients based on their requirements. This includes conducting timely and regular follow-up with leads, increasing the client base, and upselling and...

Key Role in Wealth ManagementA leading professional is sought for a key role in wealth management.We are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform. The ideal candidate will have deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately...

Who can Apply?MBA/ M.Com /Engineering or graduates with Experience in Wealth Management/ Financial Institutions / Sales Management with good academic credentials/Projects/Skill certifications in Wealth ManagementExperience:MBA/ M. Com/ Engineering ,Graduates with 2-5 Years of experience in the relevent Field with a keen interest to learn and develop their...

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...

About the OpportunityThis is a unique chance for talented students or fresh graduates to gain hands-on experience in wealth management and portfolio construction.

Job Summary:We are seeking a highly skilled Wealth Management Director to lead our team in delivering exceptional client experiences and driving business growth.Key Responsibilities:Client Acquisition & Business Development:Develop and execute strategies to acquire new high net worth clients, identifying opportunities for tailored wealth management...