Finnovate - Sr. Wealth Manager

NextHire Consulting; Ahmedabad District; On-site; INR 1,260,000 - 1,540,000; Full time

Job summary

NextHire Consulting in Ahmedabad seeks a Senior Wealth Manager to lead client relationships and deliver comprehensive wealth management strategies. You will assess financial goals, craft customized plans, and guide investment and retirement strategies for high-net-worth clients.

The ideal candidate brings 7+ years in wealth advisory, strong analytical skills, and excellent communication to build trust and long-term client partnerships.

Qualifications

• Minimum 7+ years of experience in wealth management or financial advisory.
• Experience handling HNI/UHNI clients preferred.
• CFP certification preferred; NISM certification mandatory.

Responsibilities

• Build and maintain relationships with clients by understanding financial goals and risk tolerance.
• Provide personalized wealth management and financial planning solutions.
• Advise on investments, insurance, retirement planning, and wealth creation.

Skills

Financial planning

Investment advisory

Wealth management

Communication skills

Relationship management

Analytical ability

CFP certification

NISM certification

Education

Bachelor's degree in Finance, Economics, Commerce, or related field

Job description

Job Description Senior Wealth ManagerPosition DetailsRole: Senior Wealth Manager Location: Ahmedabad Experience Required: 7+ Years CTC: Up to 14 LPA Joining Preference: Immediate Joiners (Within 15 Days)

About the Role

We are seeking an experienced and client-focused Senior Wealth Manager to join our growing wealth advisory team. The ideal candidate will have strong expertise in financial planning, investment advisory, and wealth management, along with the ability to build long-term relationships with clients and deliver customized financial solutions.

This role requires a strategic thinker who can understand client financial goals, provide expert investment guidance, and help clients achieve long-term financial growth and security.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial goals and risk appetite.
• Provide personalized wealth management and financial planning solutions aligned with client objectives.
• Advise clients on investment products, portfolio strategies, insurance, retirement planning, and wealth creation.
• Analyze financial data and monitor client portfolios to optimize investment performance and financial outcomes.
• Stay updated on market trends, regulatory changes, and industry best practices to provide timely advisory support.
• Conduct regular portfolio reviews and recommend suitable financial strategies.
• Drive client engagement through meetings, financial reviews, and relationship management initiatives.
• Represent the organization at client meetings, networking events, conferences, and industry forums.
• Ensure compliance with financial regulationsand internal advisory standards.
• Contribute toward business growth by enhancing client satisfaction and expandingtheclientportfolio.

Required Skills & Qualifications

• Bachelors degree in Finance, Economics, Commerce, or a related field.
• CFPcertification preferred.
• MandatoryNISMXA&XB certification.
• Strongunderstandingoffinancialplanning, investment strategies, and wealth management.
• Excellent communication, stakeholder management, and interpersonal skills.
• Strong analytical and problem-solving abilities with attention to financial data interpretation.
• Client-centric mindset with strong relationship-building capabilities.
• Self-driven, goal-oriented, and passionate about helping clients achieve financial success.

Experience Required

Minimum 7+ years of experience in wealth management, financial advisory, investment advisory, or related financial services roles.

Proven experience in handling HNI/UHNI clients will be preferred.

Working Days & Timings

Monday to Saturday (2nd & 4th Saturdays Off)

Shift Timings

8:30 AM to 5:30 PM OR 9:30 AM to 6:30 PM

Interview Process

• Round 1: HR Discussion
• Round 2: Head HR Round
• Round 3: Branch Manager / CEO Round .