Wealth Manager

18 hours ago

Noida, Uttar Pradesh, India Viraaj Ventures Full time ₹ 1,20,00,000 - ₹ 3,60,00,000 per year

Senior Wealth Manager / Portfolio Manager

Company: Capital Edge

Experience Required:
7+ Years

Location:
Sector 136, Noida

Industry:
Real Estate, Banking, Wealth Management and Financial Services

Compensation:
₹1,00,000 – ₹3,00,000 per month (₹12–₹36 lakhs per annum) + Performance-Based Incentives

About Capital Edge

Capital Edge is a premier investment advisory and asset management firm specializing in real estate-driven wealth strategies while offering a full suite of diversified financial instruments. We cater exclusively to HNI and UHNI clientele, helping them achieve long-term wealth creation through precision-aligned investment structures.

Role Overview

We are seeking a high-performing Senior Wealth Manager/Portfolio Manager to join Capital Edge. The ideal candidate must have 7+ years of experience, a strong personal client portfolio, and a successful track record of advising on and selling high-ticket investments, especially across real estate and structured financial products, with exposure to HNI portfolios exceeding ₹5 crore. The role is designed for an entrepreneurial professional seeking both strategic responsibility and financial upside.

Key Responsibilities

·       Build, advise, and manage a portfolio of HNI/UHNI clients with a focus on real estate-centric investment strategies, diversified with real estate, mutual funds, PMS, AIFs, bonds, and structured notes.

·       Applicants must come with a pre-established personal client base of high-net-worth individuals who can be onboard under their advisory.

·       Utilize your existing client base to grow business and increase wallet share with each account.

·       Offer tailored investment advice across luxury real estate, REITs, commercial pre-leased assets, and financial instruments aligned with each client's risk-return appetite.

·       Regularly review and rebalance portfolios based on asset performance, market conditions, and client objectives.

·       Coordinate with research, legal, compliance, and product teams to ensure end-to-end delivery of high-quality advisory services.

·       Stay abreast of macroeconomic trends, product innovations, tax policies, and real estate cycles that impact client wealth strategies.

Candidate Profile

·       Minimum 7 years of relevant experience in wealth management, private banking, or investment advisory.

·       Proven ability to close high-value deals (₹5 Cr and above) with HNI/UHNI clientele.

·       Must bring a self-owned, active book of clients ready to engage through Capital Edge.

·       Deep knowledge of asset allocation, capital protection models, taxation, and financial planning.

·       Strong understanding of regulatory environments, including SEBI, RERA, and RBI.

·       Professional certifications such as CFP, CFA (L1/L2), NISM XA/XB preferred.

Key Skills

·       Wealth & Portfolio Management

·       High-Value Sales & Client Acquisition

·       Real Estate Investment Advisory

·       Structured Products & Financial Planning

·       Compliance & Risk Management

·       HNI/UHNI Client Relationship Management

·       Taxation & Succession Planning Strategies

Compensation & Incentives


• Competitive fixed salary


• Attractive, multi-tiered incentive plan tied to AUM growth, deal closures, and client onboarding


• Quarterly and annual performance bonuses


• Wealth creation opportunity via internal investment products and profit-sharing models

  • Wealth manager

    3 days ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 24,000 - ₹ 4,80,000 per year

    Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe.About the RoleWe are looking...

  • Wealth Manager( Mutual funds )

    3 days ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 24,000 - ₹ 40,000 per year

    Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

  • Wealth Manager

    11 hours ago

    Noida, Uttar Pradesh, India Bonanza Portfolio Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role OverviewThe Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning,...

  • Wealth Manager

    1 week ago

    Noida, Uttar Pradesh, India INVESTIFY Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionInvestify Wealth Tech Ltd. is an Indian Financial Planning and Wealth Management company committed to remaining customer-centric in the competitive marketplace. With over 6 years of experience, we have aided numerous clients in achieving their financial goals. Our network of approximately 10 Financial Experts employs a personalized...

  • Chief Manager- Wealth Management

    15 hours ago

    Noida, Uttar Pradesh, India Infinium Associates Full time ₹ 24,000 - ₹ 25,00,000 per year

    Mutual fund AUM should be more than 20CR |Desired Candidate ProfilesCandidates Should have a minimum 7 years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.Possession of requisite certifications will be an added advantageShould have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF...

  • Wealth Manager(Mutual funds)

    3 days ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 80,00,000 - ₹ 1,50,00,000 per year

    Responsibilities:* Manage HNI client portfolios through NISM compliance & PMS expertise.* Provide investment advice, financial planning & relationship management.* Acquire new HNIs, expand existing relationships.Mobile bill reimbursementsRetention bonusSales incentivesTravel allowanceHealth insuranceAnnual bonus

  • Wealth Management

    2 days ago

    Noida, Uttar Pradesh, India Acme Capital Market Ltd. Full time ₹ 48,000 - ₹ 60,000 per year

    Intern - Wealth Management - Noida Location - 6 no'sKnowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring AdvisoryIdentify new investment trends and opportunitiesLearning about Equity, Capital Markets & Research relatedWork closely with Internal DepartmentsAssess the performance of Stocks, Investments &...

  • Sr. Relationship Manager/Wealth Management

    5 days ago

    Noida, Uttar Pradesh, India Job24by7 Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chandigarh/NoidaDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...

  • Sales Marketing Manager

    3 days ago

    Noida, Uttar Pradesh, India Wealth Clinic Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    **Hello FolksJoin Our Team: Sales Marketing Manager - Real Estate**Unlock Your Sales Potential **We're seeking a driven Sales Manager to join our Real Estate teamJob Title: Assistant ManagerCompany: Wealth Clinic Pvt LtdLocation: Sector 132, NoidaJob Type: Full-timeExperience: Minimum 2 yearsAbout the Role:**New client acquisition and revenue growthConduct...

  • Management Intern/wealth Manger/Finacial Planners

    2 weeks ago

    Noida, Uttar Pradesh, India Invesgate Edge Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Company DescriptionAt Invesgate Edge LLP, we are a trusted partner in wealth management and financial planning with over 24 years of combined experience. Our team of seasoned professionals offers tailored, research-driven solutions across a broad spectrum of financial services, including mutual funds, insurance, portfolio management services (PMS),...