About Clay Financial ServicesClay Financial Services is a boutique, independent wealth management firm focused on delivering personalised wealth management solutions to HNIs, UHNIs, and family offices. Built on the core principles of Clarity, Longevity, Alignment, and Yearning, Clay partners with clients to align their portfolios with their goals, values, and legacy aspirations. Our expertise spans multi-asset wealth management, risk, cost and tax optimisation, succession planning, cross-border investments, and comprehensive consolidated reporting.
Role OverviewThis is a full-time, on-site role based in Ahmedabad. As a Wealth Manager at Clay, you will be responsible for acquiring and managing client relationships, while delivering tailored investment strategies backed by our in-house research. You will act as a trusted long-term wealth manager, ensuring that each client's financial journey is aligned with their objectives, values, and evolving needs.
Key Responsibilities- Acquire and onboard HNI / UHNI clients and family offices
- Build and manage long-term client relationships with a high degree of trust and discretion
- Recommend investment solutions (Mutual Funds, PMS, AIFs, etc.) backed by Clay's research
- Continuously monitor and review client portfolios to ensure alignment with goals
- Drive portfolio optimisation across risk, cost, and tax efficiency
- Collaborate with internal teams to deliver seamless client experience and reporting
Qualifications & Skills- Strong expertise in financial planning and investment management
- Deep understanding of investment products (MFs, PMS, AIFs)
- Excellent communication, interpersonal, and relationship management skills
- Analytical mindset with strong attention to detail
- Ability to think independently and deliver bespoke solutions
- Master's degree or certifications such as CFP / CFA / CWM preferred
- Prior experience (2 - 4 years) of working with HNIs, UHNIs, or family offices is an advantage
What We Look For- A relationship-first mindset with long-term orientation
- High ownership and accountability
- Strong alignment with Clay's philosophy and values
- Intellectual curiosity and a passion for wealth management
