Job Information
- Date Opened 07/31/2025
- Job Type Full time
- Industry Fintech
- City Gurgaon
- State/Province Haryana
- Country India
- Zip/Postal Code 122016
Job Title: Wealth Manager /Sr Wealth Manager
Location: Gurgaon
Employment Type: Full-Time Job
Summary: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.
Key Responsibilities
- Client Relationship Management:
○ Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.
○ Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
○ Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
○ Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
○ Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances.
○ Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
○ Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines.
○ Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan
○ Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
○ Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
Requirements
Qualifications:
○ Bachelor's degree in Finance, Economics, Business Administration, or a related field.
○ Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.
○ Minimum of 3+ years of experience in financial planning and wealth management in India.
○ At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
○ Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).
○ Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g., mutual funds, ULIPs, PMS, REITs). ○ Expertise in financial planning tools and software
○ Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
○ Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.
○ Proven ability to build and maintain client trust, with a client-centric approach to service delivery
