Overview
Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.
Job Title: Wealth Manager
Experience: 4-8 years in financial planning and wealth management advisory
2-5 years for Junior role
Education: Graduate, CFP/CFA/CA preferred
Locations: Gurgaon
About the Role: 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 firms client base.
Financial Planning:
– 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.
Business Development:
– Leverage existing networks and relationship-building skills to acquire new clients and expand the firms assets under management (AUM).
– Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
Qualifications:
– Bachelors 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.
Experience:
– Minimum of 4 years of experience in financial planning and wealth management in India.
– At least 2 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).
Skills:
– 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.