Senior Wealth Manager

Role Description This is a full-time, on-site Senior Wealth Manager role based in Chennai. The Senior Wealth Manager will lead client relationships, provide tailored investment and insurance solutions for high-net-worth individuals and families. Day-to-day responsibilities include assessing client goals and risk profiles, constructing and monitoring portfolios, reviewing asset allocations, and recommending adjustments aligned with market conditions and client needs. The role also involves coordinating tax and estate planning with external advisors, preparing detailed financial reports, and conducting regular review meetings to ensure clients stay on track toward their objectives. The Senior Wealth Manager will mentor junior team members, contribute to internal best practices, and uphold J2 Wealth's high standards of ethics, compliance, and client service. Ability to acquire NCA (New Client Acquisition).

Qualifications

• Strong expertise in Financial Planning, including goal-based planning, retirement planning, and cash flow analysis.
• Proficiency in Investment Management and Investments, with experience in portfolio construction, asset allocation, and risk management.
• Solid foundation in Finance, with the ability to interpret market trends, economic data, and product structures.
• Working knowledge of Insurance solutions as part of comprehensive wealth and risk management strategies.
• Proven experience managing high-net-worth or ultra-high-net-worth clients, ideally in private wealth or financial advisory firms.
• Relevant professional qualifications such as degree in (Finance), or equivalent are preferred.
• Excellent communication, interpersonal, and relationship-management skills, with a consultative and client-centric approach.
• High level of integrity, adherence to regulatory requirements, and commitment to confidentiality and ethical standards.
• Ability to work collaboratively with cross-functional teams and external advisors, while taking ownership of client outcomes.
• Valid NISM series V certification, IRDA certification, at least one is mandatory.

Company Description J2 Wealth is one of the fastest growing private wealth management firms in India, currently managing more than Rs. 2,500 crores in client assets for affluent individuals. The firm focuses on helping clients achieve their financial goals while preserving, protecting, and growing their legacy across generations. J2 Wealth operates in a fast-changing financial landscape, turning market challenges into long-term opportunities through forward-looking strategies. The company is deeply customer-centric, committed to building customers for life through a culture rooted in trust. Its mission is to provide comprehensive, personalized financial guidance that empowers clients to make sound decisions, attain financial freedom, and live their desired lifestyle.

Company Website: https://j2wealth.co.in