Wealth Management Specialist

Roaring Wealth; Ludhiana; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Roaring Wealth in Ludhiana seeks a Wealth Management Specialist to work on-site full time, delivering comprehensive financial planning and investment advisory services. You will meet clients, review portfolios, and propose tailored strategies for capital allocation, growth, liquidity, and risk mitigation, while staying compliant with regulatory standards.

The role requires ongoing client relationship management, education on financial products, and collaboration with internal teams to support

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field; CFP/CFA advantage.
• Proven wealth management or financial advisory experience with high-net-worth clients.
• Strong analytical and quantitative skills with financial models and market data.

Responsibilities

• Meet clients to understand financial goals and risk tolerance.
• Analyze client portfolios and recommend tailored capital allocation strategies.
• Prepare reports and presentations communicating performance and adjustments.
• Coordinate with internal teams on funding, insurance, and lending solutions.

Skills

Financial Planning

Investment Management

Finance Skills

Insurance Knowledge

Communication Skills

Education

Bachelor's in Finance/Economics/Business

CFP/CFA advantageous

Tools

Portfolio Management Software

Job description

Company Description

Roaring Wealth is a comprehensive wealth management firm focused on delivering clarity, confidence, and long-term financial security for high-net-worth individuals, entrepreneurs, and busy professionals. The firm specializes in strategic financial planning that simplifies complex markets, tax strategies, retirement planning, and intergenerational wealth transfer into clear, actionable solutions. Core services include strategic capital solutions, asset lending and liquidity optimization, precision wealth management, and insurance-based risk mitigation, all delivered through an integrated, single-point-of-contact model. Clients benefit from data-driven market insights combined with a deep understanding of their personal goals to help grow, protect, and efficiently deploy assets. Roaring Wealth positions itself as a trusted strategic partner for clients seeking portfolio optimization, retirement readiness, and seamless legacy planning.

Role Description

The Wealth Management Specialist will work full time on-site in Ludhiana, supporting clients with comprehensive financial planning and investment advisory services. This role involves meeting with clients to understand their financial goals, analyzing their current portfolios, and recommending tailored strategies for capital allocation, asset growth, liquidity management, and risk mitigation. The specialist will monitor market trends, review client holdings, and prepare reports and presentations to communicate performance and recommended adjustments. Daily responsibilities include coordinating with internal teams on business funding solutions, insurance planning, and loans against assets, while ensuring all advice aligns with regulatory requirements and firm standards. The role also requires proactive client relationship management, ongoing education on financial products, and participation in business development activities to support firm growth.

Qualifications

• Candidates should possess strong skills in Financial Planning, including retirement planning, tax-aware strategies, and long-term wealth preservation.
• Candidates should possess expertise in Investment Management and Investments, with the ability to construct, review, and rebalance portfolios across asset classes.
• Candidates should possess solid Finance skills, including cash flow analysis, capital structuring, and understanding of credit and lending solutions.
• Candidates should possess knowledge of Insurance products and risk management strategies for individuals and businesses.
• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications such as CFP, CFA, or equivalent are an advantage.
• Proven experience in wealth management, private banking, or financial advisory, preferably working with high-net-worth clients.
• Strong analytical and quantitative skills, with attention to detail and comfort working with financial models and market data.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
• High ethical standards, client-centric mindset, and ability to maintain confidentiality and trust-based relationships.
• Proficiency with financial planning tools, portfolio management software, and standard office applications.