Wealth Manager

4 days ago

Ekkattuthangal Chennai Tamil Nadu, India NJ MACSON Full time ₹ 12,00,000 - ₹ 18,00,000 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

  • Account Manager

    2 days ago

    tamil nadu, India Anand Rathi Wealth Limited Full time

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Wealth Manager

    5 days ago

    Chennai, Tamil Nadu, India Unified Vision Wealth Full time

    Company DescriptionUnified 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...

  • Wealth Acquisition Manager

    3 days ago

    Chennai, Tamil Nadu, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 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...

  • Account manager

    17 hours ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Account Manager

    15 hours ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Account Manager

    2 days ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Account Manager

    2 days ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Account Manager

    2 days ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Account Manager

    10 hours ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...

  • Account Manager

    4 hours ago

    Chennai, India Anand Rathi Wealth Limited Full time

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...