
Wealth Manager
23 hours ago
Wealth Manager (Female Only)
Location: Chennai, India
Company: 360acbs
Industry: Financial Services / Wealth Management
Job Type: Full-Time
Experience: 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, offering holistic wealth management, investment advisory, and financial planning solutions to high-net-worth individuals and businesses. We are committed to delivering personalized strategies that help our clients grow, protect, and manage their wealth.
Key Responsibilities:
- Build and manage a portfolio of High-Net-Worth Individuals (HNIs) and Ultra-HNIs.
- Understand client financial goals and develop customized wealth management solutions.
- Recommend investment products across asset classes including mutual funds, PMS, AIFs, bonds, insurance, and other structured products.
- Ensure compliance with all regulatory and internal processes.
- Conduct regular portfolio reviews and rebalancing as needed.
- Achieve targets related to client acquisition, retention, and AUM (Assets Under Management) growth.
- Provide exceptional service and maintain strong client relationships.
- Collaborate with internal teams for research, product insights, and client servicing.
Required Skills & Qualifications:
- Bachelor's degree in Finance, Commerce, Economics, or related fields. MBA/CFP/CWM certification is a plus.
- 1–4 years of experience in wealth management, investment advisory, or private banking.
- Strong understanding of financial products and investment strategies.
- Excellent communication, presentation, and interpersonal skills.
- Client-centric mindset with a passion for delivering exceptional service.
- SEBI RIA/NISM Certifications (Series V-A) will be an advantage.
Why Join Us:
- Opportunity to work with a dynamic and growing team in a fast-paced environment.
- Competitive compensation and performance-linked incentives.
- Strong support structure with research, training, and back-end teams.
Job Type: Full-time
Pay: From ₹300,000.00 per year
Work Location: In person
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