Job Description

We're Hiring: Wealth Manager | Leading Wealth Management Firm
Locations: Chennai | Hyderabad | Coimbatore | Madurai | Bangalore | Delhi | Mangalore | Mumbai | Pune | Indore | Nagpur | Ahmedabad | Jaipur | Lucknow
Experience: Minimum 8 years in Wealth Management
CTC: No bar for the right candidate
Company: One of India's Leading Wealth Management Firms
About the Role:
We are looking for experienced Wealth Managers to join a leading wealth management company with a strong presence across India. This role involves offering end-to-end investment and financial planning solutions to HNI and UHNI clients, helping them achieve their long-term financial goals through customized strategies.
Key Responsibilities:
Develop and implement comprehensive financial plans tailored to individual client needs.
Build and manage diversified investment portfolios aligned with client objectives and risk profiles.
Monitor financial markets, analyze trends, and provide timely investment recommendations.
Maintain and grow client relationships through regular reviews and proactive advisory.
Ensure full compliance with regulatory requirements and internal risk guidelines.
Qualifications:
Graduate in Finance, Economics, Business, or a related field.
CFP certification preferred.
8+ years of relevant experience in wealth management, financial planning, or investment advisory.
Strong understanding of financial products, capital markets, and investment regulations.
Excellent communication, relationship-building, and advisory skills.
Key Skills:
Financial Planning
Portfolio Management
Capital Market Expertise
Risk Analysis
Client Relationship Management
Apply Now
If you are a result-driven wealth management professional looking for your next big opportunity, please share your updated CV at: resume@staffiaa.com
For queries, feel free to connect with us directly. - Mobile - +91 92142 25599
Build long-term client value and a rewarding career with one of India's premier wealth management platforms.