Wealth Specialist/Partner/Senior Partner

Company Description

GrowthFiniti Wealth Private Limited is a boutique private wealth management firm distinguished by its strong commitment to value-centric practices and the application of modern portfolio theory. Founded by alumni of Columbia Business School and seasoned financial market professionals with over 20 years of experience, the firm specializes in crafting strategically diversified portfolios that align with modern finance principles. GrowthFiniti adopts a unique and innovative approach to wealth management, delivering tailored solutions to its clients. With a robust value proposition and proven track record, the firm has achieved significant growth and built lasting client relationships. It holds SEBI PMS Registration No. INP000009418.

Role Description

This is a full-time, on-site role located in Bengaluru, New Delhi for a Wealth Specialist/Partner/Senior Partner at Growthfiniti Wealth Pvt. Ltd. The responsibilities include wealth management, financial planning, and advising high-net-worth clients on investment strategies. The role will require building and maintaining client relationships, identifying opportunities, and delivering personalized wealth management services. A strong focus on value-driven financial strategies and client success will be integral to the role.

Qualifications

• Strong expertise in financial planning, investment advisory, and portfolio management
• Experience in relationship management and delivering client-centric strategies
• Knowledge of financial instruments, market trends, and modern portfolio theory
• Skills in analyzing financial data and creating custom wealth management solutions
• Professional certifications like CFA, CFP, or equivalent qualifications (preferred)
• Proven track record in wealth management or financial advisory
• Strong interpersonal, communication, and customer service skills
• A degree in Finance, Economics, Business, or a related field
• Ability to work collaboratively in a team-oriented environment