Wealth Manager

1 day ago

Gurgaon, Haryana, India Renous Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Description: Wealth Manager – Global | Gurgaon

Position:
Wealth Manager

Experience:
Minimum 1 year

Location:
Gurgaon

Application Link:

About the Role

We are looking for an experienced and client-focused
Wealth Manager
to join our Global Wealth Management team. The ideal candidate will have a strong understanding of financial planning, global investment products, and portfolio management, along with a pre-existing NRI/HNI client base. This role requires a consultative approach to managing wealth, with the ability to build lasting relationships and deliver personalised advisory solutions.

Key Responsibilities

  • Manage and grow a portfolio of
    NRI/HNI clients
    with a focus on global wealth solutions.
  • Develop customised financial plans aligned with clients' long-term goals and risk appetite.
  • Advise clients across asset classes including global equities, bonds, mutual funds, alternative investments, and structured products.
  • Monitor market trends, investment performance, and portfolio allocations to ensure optimal returns.
  • Maintain high levels of client engagement through periodic portfolio reviews and strategic investment recommendations.
  • Achieve AUM growth targets while ensuring compliance with regulatory guidelines and internal policies.
  • Collaborate with internal product, research, and operations teams for seamless client delivery.

Required Skills & Qualifications

  • Certified Wealth/Financial Planning professional
    (CFP, NISM XA/XB, or equivalent).
  • Must have a
    pre-existing NRI/HNI client book
    with strong relationship-management capabilities.
  • Proven experience in
    portfolio management
    , financial planning, and investment advisory.
  • Strong understanding of
    global financial markets
    , wealth products, taxation aspects, and cross-border investment strategies.
  • Excellent communication, analytical, and interpersonal skills.
  • Ability to meet targets while maintaining high service quality.

Why Join Us?

  • Opportunity to work with a
    global wealth platform
    serving clients across multiple markets.
  • Performance-driven culture with attractive incentives.
  • Access to premium research, global product suites, and advanced wealth-tech tools.
  • Fast-track growth for high-performing advisors.

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