Wealth Manager

2 days ago

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

Position: Wealth Manager – Private Wealth

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 Types: Full-time, Permanent

Pay: ₹100, ₹150,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Leave encashment

Work Location: In person

  • Wealth Manager

    3 days ago

    Chennai, Tamil Nadu, India 360 A complete Business Solutions Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Wealth Manager (Female Only)Location: Chennai, IndiaCompany: 360acbsIndustry: Financial Services / Wealth ManagementJob Type: Full-TimeExperience: 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,...

  • Wealth Manager

    3 days ago

    Chennai, Tamil Nadu, India PROFITMART Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionPROFITMART is an emerging Stock Broking house in India offering diversified investment options such as Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. We provide expert knowledge and efficient trading software, supported by effective investing tools. PROFITMART aims to fulfill your desire to increase your profits...

  • Private Wealth Managers

    2 days ago

    Chennai, Tamil Nadu, India Geojit Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We're Hiring : Private Wealth Managers - Geojit Private WealthAre you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platformsLocation : ChennaiWhat we offer :· Robust product suite & digital tools· Entrepreneurial freedom & growth· Client-first, performance-driven...

  • Wealth Manager

    4 days ago

    Chennai, Tamil Nadu, India TekPillar® Full time

    Role: Relationship Manager - Wealth Location: #Chennai #Tamilnadu Responsibilities Acquire & manage HNI clients, ensuring seamless service delivery. Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products. Manage & analyze client portfolios for performance and profitability. Drive cross-selling, deepen relationships, and...

  • Wealth Manager

    1 day ago

    Chennai, Tamil Nadu, India TekPillar® Full time

    Role: Relationship Manager - WealthLocation: #Chennai #TamilnaduResponsibilitiesAcquire & manage HNI clients, ensuring seamless service delivery.Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products.Manage & analyze client portfolios for performance and profitability.Drive cross-selling, deepen relationships, and enhance share...

  • Wealth Management Opportunity

    3 hours ago

    Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000

    Job DescriptionWe are seeking a talented and motivated individual to join our team as an Investment Portfolio Manager. This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory.This internship is designed to provide practical exposure to wealth management simulation. As a Wealth...

  • Wealth Manager

    3 days ago

    Bengaluru, Chennai, India Profex Tech Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Role & responsibilitiesBuild and manage strong client relationships (HNI/UHNI/corporates).Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.).Drive business development and acquire new clients.Offer corporate financial planning (succession, retirement, employee benefits).Collaborate with tax, legal, and investment experts for...

  • Wealth Management Specialist

    10 hours ago

    Chennai, Tamil Nadu, India beBeeRisk Full time ₹ 30,00,000 - ₹ 50,00,000

    Job DescriptionWe are seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for managing high net worth individual client relationships. Your primary goal is to understand their financial situations, goals, risk appetite, and lifestyle needs to provide personalized wealth management solutions.Key...

  • Senior Wealth Manager

    3 days ago

    Chennai, Tamil Nadu, India NJ Macson Full time ₹ 1,50,00,000 - ₹ 2,00,00,000 per year

    Company Overview – NJ MacsonNJ 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...

  • Wealth manager

    3 days ago

    Bengaluru/Bangalore, 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 AdvisoryReports 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...