Investment Manager

1 week ago

Ekkaduthangal Chennai Tamil Nadu, India NJ MACSON Full time ₹ 10,00,000 - ₹ 15,00,000 per year

Company Overview – NJ Macson

NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients.

Position: VP / AVP / Manager – PCG (Private Client Group) Advisory

Location: Chennai (On-site)

Employment Type: Full-Time

As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role combines expert financial planning with business development and team collaboration.

Key Responsibilities:

  • Act as the primary relationship manager for a portfolio of high-net-worth clients.
  • Deliver holistic wealth management solutions, including investment strategy, tax optimization, estate planning, and risk management.
  • Lead client onboarding, discovery, and financial goal-setting meetings with professionalism and discretion.
  • Analyze and monitor investment portfolios to ensure alignment with client objectives and market conditions.
  • Collaborate with in-house and third-party specialists (e.g., tax, legal, insurance) to coordinate integrated financial solutions.
  • Maintain high compliance and fiduciary standards in line with regulatory requirements and internal policies.
  • Mentor junior team members and contribute to internal training and development initiatives.
  • Contribute to business development through networking, client referrals, and participation in firm-sponsored events.

Required Qualifications & Skills:

  • Graduate/Postgraduate degree in Finance, Economics, Business Administration, or related field.
  • Assets under management (AUM) exceeding INR 100CR.
  • Minimum 8 years of experience in Wealth Management or Private Banking, with proven expertise managing HNI/UHNI clients.
  • In-depth knowledge of investment products such as MF, PMS, AIFs, LAS, Insurance, and structured products.
  • Strong sales orientation with a track record of meeting or exceeding revenue targets.
  • Exceptional interpersonal, communication, negotiation, and presentation skills.
  • Ability to work independently and collaboratively in a dynamic, performance-driven environment.

What We Offer:

  • Access to a wide portfolio of financial products and wealth solutions.
  • Clear, performance-based growth and incentive structure.
  • Tailored career development and learning opportunities.

Job Type: Full-time

Pay: ₹100, ₹150,000.00 per year

Work Location: In person

  • Purnartha Investment Advisors

    4 weeks ago

    Chennai, India PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED Full time

    Asst. Mgr./Mgr./Sr. ManagerJob Role: Wealth Manager Institutional 2 - 8 Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiKey Responsibilities & Accountabilities:- Will be responsible for primarily selling Equity based investment products.- To drive business with Purnartha s institutional partners by engaging with them regularly in a...

  • Sr Investment Relationship Manager

    2 weeks ago

    Chennai, Tamil Nadu, India, Tamil Nadu Waytogo Consultants Full time

    Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.Develop strong relationships with clients through a consultative approach and customized investment strategies.Ensure consistent client engagement and portfolio reviews to strengthen wallet share.Understand clients’ financial goals, risk appetite, and...

  • Senior Investment Manager

    1 week ago

    chennai, India beBeeInvestment Full time

    Lead Investment and Portfolio Development ExpertWe are seeking a highly skilled Principal to lead investment execution and portfolio development across core funds.End-to-End Deal Execution:Establish proprietary sourcing pipelines in India and globallyDrive founder meetings, due diligence, modeling, and internal preparationNegotiate term sheets, oversee legal...

  • Investment Banking

    2 days ago

    Anna Salai, Chennai, Tamil Nadu, India GRM Academy & Consultant Pvt Ltd Full time

    Job description: Designation: Manager / Deputy Manager Job Location: Mount road, Chennai Process: Alternative investment / Private Equity Funds - Operations MBA from Tier 2 / 1 colleges Pay: ₹1,000,000.00 - ₹1,500,000.00 per year **Benefits**: - Provident Fund Schedule: - Day shift Application Question(s): - Have u done MBA in tier 2/tier 1...

  • Investment & Partnerships Associate

    4 days ago

    Chennai, Tamil Nadu, India BrownArc Enterprises Private Limited Full time

    We’re looking for a proactive and research-driven individual to join our team as an Investment & Partnerships Associate. You’ll work directly with the founders of ServerCake and ZOZO Connect to build investor relations, prepare funding materials, and explore strategic partnerships. Key Responsibilities: - Research and identify funding opportunities,...

  • Investment Professional

    7 days ago

    chennai, India beBeeInvestment Full time

    About the RoleWe are seeking a talented student intern for a role that involves cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment advisory.As part of the internship, you will work through...

  • Associate-Investments

    2 weeks ago

    Eachanari, Coimbatore, Tamil Nadu, India Rathinam school of business Full time ₹ 10,50,000 - ₹ 21,00,000 per year

    Key Responsibilities:Deal Flow & Pipeline Mobilisation:Track deal-flow funnel and maintain a healthy pipeline of eligible startupsCoordinate outreach campaigns, cohorts, demo days, sector-focused sourcingLiaise with ecosystem partners, industry clusters, HEIs and associationsStartup Evaluation & Screening:Assess business models, scalability, differentiation...

  • Senior Manager- Investment Analyst

    3 hours ago

    Chennai, Tamil Nadu, India Crescent Innovation and Incubation Council (CIIC) Full time

    Employment Type: Full-timeLocation: VandalurReporting to: CEOCrescent Innovation & Incubation Council (CIIC) is a university-based incubator at BS Abdur Rahman Crescent Institute of Science & Technology. Supporting 130 startups in Life Sciences, Industry 4.0, and Smart & Clean Mobility, CIIC operates as a Section-8 not-for-profit company, functioning as a...

  • Sr Investment Relationship Manager

    1 week ago

    chennai, India Waytogo Consultants Full time

    Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold. Develop strong relationships with clients through a consultative approach and customized investment strategies. Ensure consistent client engagement and portfolio reviews to strengthen wallet share. Understand clients' financial goals, risk appetite, and...

  • Investment Strategy Analyst

    10 hours ago

    chennai, India beBeeInvestment Full time

    Investment Strategy InternshipThis is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset...