Wealth Manager

1 week ago

Chennai, Tamil Nadu, India Unified Vision Wealth Full time

Company Description

Unified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is holistic, unbiased, and follows the principles of risk profiling, asset allocation, and diversification, supported by strong research. We are backed by 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 providing comprehensive financial planning and investment management services to clients. Day-to-day tasks include developing and implementing financial strategies, managing investment portfolios, offering tailored financial advice, and ensuring client satisfaction. The Wealth Manager will also be responsible for conducting regular reviews and updates to clients' financial plans and investments.

Qualifications

  • Financial Planning and Finance skills
  • Investment Management and Investments skills
  • Insurance skills
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Ability to work independently and in a team setting
  • Experience in wealth management or financial services is a plus
  • Bachelor's degree in Finance, Economics, Business, or a related field

  • Senior Wealth Manager

    1 week ago

    Chennai, Tamil Nadu, India, Tamil Nadu Nuvama Wealth Full time

    About Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

  • Wealth Manager

    3 days ago

    Chennai, Tamil Nadu, India InCred Premier Full time US$ 40,00,000 - US$ 90,00,000 per year

    Company DescriptionInCred Premier is committed to empowering affluent customers across India to achieve financial freedom by offering a diverse range of financial products and services. Our approach centers on personalized solutions tailored to meet each individual's unique financial goals and needs. With offerings such as Market Linked Debentures (MLDs),...

  • Wealth Manager

    1 week ago

    Chennai, Tamil Nadu, India Allnessjobs Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We're Hiring – Wealth Manager (HNI Acquisition) Locations: Chennai | Hyderabad | Bangalore Designation: Asst. Manager / Manager / Sr. Manager Experience: 2 – 10 YearsAbout the RoleWe are looking for dynamic and result-driven Wealth Managers who can build and manage strong relationships with High Net-Worth Individuals (HNIs). The ideal candidate will be...

  • Sr. Relationship Manager/Wealth Management

    2 weeks ago

    Chennai, Tamil Nadu, India Job24by7 Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: 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...

  • Wealth Manager

    1 week ago

    Chennai, Tamil Nadu, India Assetra Wealth Management Llp Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Build and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfoliosSales incentives

  • Wealth Advisor

    1 week ago

    Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 25,00,000 - ₹ 40,00,000 per year

    Job Title:Wealth Advisor / Financial ConsultantLocation:Chennai, Tamil NaduEmployment Type:Full-time | On-siteExperience:1–2 years (Minimum 6 months BFSI experience preferred)Qualification:Any Graduate (Finance background preferred) MBA MarketingSalary Range:₹2.5 LPA – ₹4 LPA + Attractive IncentivesAbout the RoleWe're looking for dynamic and...

  • Wealth Manager – HNI Acquisition

    1 week ago

    Chennai, Tamil Nadu, India Allnessjobs Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per year

    Designation:Assistant Manager / Manager / Senior ManagerExperience:2 to 5 YearsLocations:Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiRole OverviewThe Wealth Manager – HNI Acquisition will be responsible for acquiring and managing High Net Worth Individual (HNI) clients and advising them on Equity-based investment products. The...

  • Accounts Executive

    5 days ago

    Chennai, Tamil Nadu, India AssetZ Premier Wealth Advisory Private Limited Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Accounts Executive – Finance & OperationsLocation: ChennaiCompany: AssetZ Premier Wealth Advisory Pvt LtdAbout UsAssetZ Premier Wealth Advisory Pvt Ltd is a SEBI-registered wealth management firm and one of the leading players in Tamil Nadu. We serve individuals, families, corporates, and trusts with independent and research-driven financial solutions. Our...

  • Growth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India NJ Macson Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position: VP / AVP / Manager – PCG (Private Client Group) AdvisoryLocation: Chennai (On-site)Employment Type: Full-TimeAs 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...

  • Senior Relationship Manager

    6 days ago

    Chennai, Tamil Nadu, India Job24by7 Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title: Sr. Relationship Manager - Wealth Management & Mutual FundsLocation: ChennaiDepartment: Wealth Management & Mutual FundsExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure...