Wealth Manager

8 hours ago

Chennai, Tamil Nadu, India Unified Vision Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per year

Company Description

Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the support of our parent company, Unified Vision Capital, a global bank headquartered in New Delhi.

Role Description

This is a full-time on-site role for a Wealth Manager, located in Chennai. The Wealth Manager will be responsible for developing and managing client portfolios, creating personalized financial plans, advising on investment strategies, and assessing insurance needs. Daily tasks will include client meetings, portfolio reviews, market research, and collaborating with other financial professionals to provide comprehensive financial solutions.

Qualifications

  • Proficiency in Financial Planning and Finance
  • Expertise in Investment Management and Investments
  • Knowledge of Insurance products and strategies
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Experience in dealing with HNI and UHNI clients is a plus
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Professional certifications such as CFP or CFA are highly desirable

  • Wealth Acquisition Manager

    1 week ago

    Chennai, Tamil Nadu, India InCred Wealth Full time ₹ 50,000 - ₹ 28,00,000 per year

    Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

  • Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India 360 A complete Business Solutions Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Wealth Manager (Female Only)Location: Chennai, IndiaCompany: 360acbsIndustry: Financial Services / Wealth ManagementJob Type: Full-TimeExperience: 1–4 Years (Flexible depending on candidate profile)Gender Preference: Female Candidates Only (as part of diversity hiring initiative)About 360acbs:360acbs is a trusted name in the financial services industry,...

  • Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India PROFITMART Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionPROFITMART is an emerging Stock Broking house in India offering diversified investment options such as Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. We provide expert knowledge and efficient trading software, supported by effective investing tools. PROFITMART aims to fulfill your desire to increase your profits...

  • Private Wealth Managers

    2 weeks ago

    Chennai, Tamil Nadu, India Geojit Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We're Hiring : Private Wealth Managers - Geojit Private WealthAre you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platformsLocation : ChennaiWhat we offer :· Robust product suite & digital tools· Entrepreneurial freedom & growth· Client-first, performance-driven...

  • Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India TekPillar® Full time

    Role: Relationship Manager - Wealth Location: #Chennai #Tamilnadu Responsibilities Acquire & manage HNI clients, ensuring seamless service delivery. Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products. Manage & analyze client portfolios for performance and profitability. Drive cross-selling, deepen relationships, and...

  • Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India TekPillar® Full time

    Role: Relationship Manager - WealthLocation: #Chennai #TamilnaduResponsibilitiesAcquire & manage HNI clients, ensuring seamless service delivery.Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products.Manage & analyze client portfolios for performance and profitability.Drive cross-selling, deepen relationships, and enhance share...

  • Wealth Manager

    6 days ago

    Chennai, Tamil Nadu, India N J Macson Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Responsibilities:* Manage HNI client relationships* Oversee portfolio performance* Collaborate with investment teams* Develop wealth strategies* Sell mutual funds and investment products

  • Wealth Management Opportunity

    1 week ago

    Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000

    Job DescriptionWe are seeking a talented and motivated individual to join our team as an Investment Portfolio Manager. This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory.This internship is designed to provide practical exposure to wealth management simulation. As a Wealth...

  • Senior Wealth Management Leader

    7 days ago

    Chennai, Tamil Nadu, India beBeeWealthManagement Full time ₹ 6,00,000 - ₹ 8,00,000

    Role SummaryA Senior Leadership position in Wealth Management is available, requiring a seasoned expert to oversee the Global Wealth Management team.Key Responsibilities Include:Leading a team of experienced professionals in Wealth Management operations.Overseeing the management of Brokerage and Fiduciary functions, including account opening, maintenance,...

  • Wealth Management Specialist

    2 weeks ago

    Chennai, Tamil Nadu, India beBeeRisk Full time ₹ 30,00,000 - ₹ 50,00,000

    Job DescriptionWe are seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for managing high net worth individual client relationships. Your primary goal is to understand their financial situations, goals, risk appetite, and lifestyle needs to provide personalized wealth management solutions.Key...