Wealth Manager

Mirae Asset Sharekhan; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

FundsIndia Private Wealth in Bengaluru is seeking a Wealth Manager to manage client relationships and deliver comprehensive wealth advisory services on-site. You will assess clients’ goals, risk tolerance, and horizons to tailor plans, monitor portfolios, and propose products across mutual funds, insurance, and other options.

You will meet clients regularly, conduct market research, and coordinate with internal teams to ensure high-quality service.

Qualifications

• Strong analytical and quantitative abilities with attention to detail.
• Ability to analyze client goals, risk tolerance, and cash flows.
• Knowledge of capital markets, financial products, and economic trends.
• Familiarity with insurance solutions and risk planning within wealth plans.
• Excellent communication and interpersonal skills to build client trust.
• Experience with wealth management, advisory, or investment sales is preferred.

Responsibilities

• Manage and grow client relationships through regular meetings.
• Review portfolios and recommend suitable mutual funds, insurance, and investments.
• Develop tailored financial plans aligned with client goals and risk profiles.
• Monitor performance and adjust strategies to meet objectives.
• Prepare investment proposals and collaborate with internal teams for service quality.
• Ensure regulatory compliance and maintain accurate client records.

Skills

Financial Planning

Investment Management

Finance knowledge

Insurance knowledge

CFP/CFA/NISM certifications

Analytical skills

Communication skills

CRM tools

Digital investment platforms

Education

Bachelor’s degree in Finance, Economics, or Business

CFP / CFA (levels) or NISM modules

Tools

CRM software

Office software

Job description

Company Description

FundsIndia Private Wealth is India’s premier investment platform, providing seamless solutions and access to diverse investment opportunities across the country. Backed by robust technology and an investor-centric approach, the organization focuses on delivering superior investment experiences and long-term financial well-being for clients. The team combines cutting-edge digital tools with personalized advisory services to serve a wide spectrum of investors. FundsIndia Private Wealth operates under Wealth India Financial Services Pvt. Ltd, an AMFI-registered mutual fund distributor and SEBI-registered intermediary, reinforcing its commitment to regulatory compliance and professional standards.

Role Description

The Wealth Manager is a full-time, on-site role based in Bengaluru, responsible for managing and growing client relationships while providing comprehensive wealth management advice. In this position, the Wealth Manager will assess clients’ financial goals, risk profiles, and time horizons to develop tailored financial plans and investment strategies. Daily activities include reviewing portfolios, recommending appropriate products across mutual funds, insurance, and other investment avenues, and monitoring performance to ensure alignment with client objectives. The role involves regular client meetings, market and product research, preparation of investment proposals, and close collaboration with internal teams to deliver high-quality advisory and service. The Wealth Manager will also ensure adherence to regulatory requirements and maintain accurate documentation of client interactions and recommendations.

Qualifications

• Candidates should possess strong skills in Financial Planning, with the ability to analyze client goals, risk tolerance, and cash flows to design suitable long-term strategies.
• Candidates should possess skills in Investment Management and Investments, including portfolio construction, asset allocation, and ongoing portfolio review.
• Candidates should possess solid knowledge of Finance, including capital markets, financial products, and economic trends relevant to retail and affluent investors.
• Candidates should possess familiarity with Insurance solutions and their role in risk management and protection within an overall wealth plan.
• Relevant bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA (levels), or NISM modules are advantageous.
• Strong analytical, quantitative, and problem-solving abilities, with attention to detail and sound judgment in making recommendations.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build long-term client trust.
• Proficiency with digital investment platforms, CRM tools, and basic office software; prior experience in wealth management, financial advisory, or investment sales is preferred.