Wealth manager

2 weeks ago


BengaluruBangalore Chennai Jaipur Surat Visakhapatnam, India RECEX Pvt. Ltd. Full time ₹ 1,04,000 - ₹ 1,30,878 per year
Job Title: Wealth Manager

Location: [Insert Location]
Job Type: [Full-time/Part-time/Contract]
Department: Wealth Management / Financial Advisory
Reports To: [Director of Wealth Management / Senior Partner / CEO]

Job Summary

We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth individuals and institutional clients with comprehensive financial advice tailored to their unique goals. You will develop personalized wealth management strategies, oversee investment portfolios, and offer guidance on estate planning, tax optimization, and risk management.

The ideal candidate has a strong background in financial planning and investment management, excellent interpersonal skills, and a commitment to delivering exceptional client service.

Key Responsibilities
  • Develop, implement, and monitor comprehensive financial plans based on clients' short- and long-term goals.

  • Manage and optimize client investment portfolios in line with risk tolerance, market trends, and financial objectives.

  • Provide expert guidance on tax-efficient investment strategies, estate planning, and wealth preservation.

  • Conduct regular portfolio reviews and performance analysis to adjust strategies as necessary.

  • Build and maintain long-term relationships with clients through ongoing communication and proactive financial advice.

  • Stay up to date with global market developments, regulatory changes, and economic conditions to inform strategy.

  • Collaborate with legal, tax, and insurance professionals to deliver integrated financial solutions.

  • Identify new business opportunities through referrals, networking, and business development initiatives.

Qualifications
  • Bachelor's degree in Finance, Economics, Business Administration or a related field (Master's degree or MBA preferred).

  • Professional certifications such as CFP, CFA, CPA, or similar are strongly preferred.

  • Minimum [X] years of experience in wealth management, financial planning, or investment advisory roles.

  • Strong knowledge of financial markets, investment products, and regulatory frameworks.

  • Excellent communication, analytical, and relationship-building skills.

  • Proven ability to manage high-net-worth client relationships and deliver tailored financial solutions.

What We Offer
  • Competitive compensation and performance-based incentives

  • Access to a broad suite of financial products and investment tools

  • Opportunities for professional development and certification support

  • Collaborative, client-centered work environment

  • [Include any benefits, such as health insurance, retirement plans, etc.]


  • Wealth Manager

    4 days ago


    bangalore, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    2 weeks ago


    Bengaluru, Karnataka, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...


  • 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...


  • Chennai, India InCred Wealth Full time

    Company Description InCred 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....

  • Wealth Manager

    7 hours ago


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

    Company DescriptionUnified 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...


  • Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Wealth Manager

    1 day ago


    Chennai, India Unified Vision Wealth Full time

    Job Description 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...


  • Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 2,40,000 per year

    Location:BangaloreSalary:₹20,000/month + performance-based incentivesOpportunity:Can be converted to a permanent role based on performance.About the Role:We are looking for a dynamic Wealth Management Intern to join our team. This role offers hands-on exposure to business development, client interactions, market research, and portfolio management, with a...

  • Wealth Manager

    2 days ago


    Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...


  • Bengaluru, India Nuvama Wealth Full time

    Job Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...