Wealth Manager

Dev Mantra Financial Services; Bengaluru Urban; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Dev Mantra Financial Services in Bengaluru is seeking a Wealth Manager to deliver comprehensive financial advisory services to high-net-worth individuals and corporate clients. The role focuses on understanding client objectives and risk tolerance to tailor investment strategies.

You will recommend a range of products, conduct regular portfolio reviews, monitor markets, and ensure compliance with KYC/AML rules and local regulations.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• MBA, CFP, CFA or equivalent professional certification preferred.
• 3–5 years of experience in wealth management or private banking or financial advisory.
• Knowledge of financial instruments, wealth planning, and taxation.
• Strong communication and interpersonal skills.
• Regulatory certifications as per local financial regulations (e.g., NISM in India).

Responsibilities

• Develop and manage relationships with HNI and ultra-HNI clients.
• Understand clients’ financial objectives and risk appetite to provide personalized investment solutions.
• Recommend and sell a range of financial products including mutual funds, PMS, insurance, bonds, equities, and structured products.
• Conduct regular portfolio reviews and rebalancing based on market trends and client goals.
• Monitor financial markets and economic trends to proactively advise clients.
• Maintain up-to-date knowledge of compliance, regulatory requirements, and industry best practices.
• Collaborate with research, product, and operations teams to deliver seamless client experience.
• Ensure high standards of client servicing, retention, and satisfaction.
• Assist in onboarding new clients and completing KYC/AML documentation.

Skills

Wealth management

Client relationships

Financial analysis

Regulatory compliance

Taxation knowledge

Communication skills

Portfolio management

Education

Bachelor’s degree in Finance

MBA or CFP or CFA preferred

Job description

Aone Dev Mantra Financial Services | Full time

Wealth Manager

Bangalore North, India | Posted on 06/16/2026

DevMantra is an integrated finance and management consulting companyoffering comprehensive solutions to help businesses accelerate their businessgrowth. With an in-house peer-reviewed CA firm consisting of five qualifiedChartered Accountants, we specialise in Risk Advisory, Internal Audit, Accountsoutsourcing, Compliance, Forensic Audit, M&A Advisory and StrategicConsulting. Statutory Audit and Tax Advisory is a niche which has been a corearea for the last 20 years. We have a multidisciplinary team comprisingprofessionals from diverse backgrounds including CA, MBA, and other domainexperts.

Job Description

We are seeking a knowledgeable and client-focused Wealth Manager to provide comprehensivefinancial advisory services to high-net-worth individuals (HNIs), ultra-HNIs, and corporate clients. Theideal candidate will have a strong understanding of financial markets, investment products, and wealthplanning strategies to help clients achieve their financial goals.

Key Responsibilities:

• Develop and manage relationships with HNI and ultra-HNI clients.
• Understand clients’ financial objectives and risk appetite to provide personalized investmentsolutions.
• Recommend and sell a range of financial products including mutual funds, PMS, insurance,bonds, equities, and structured products.
• Conduct regular portfolio reviews and rebalancing based on market trends and client goals.
• Monitor financial markets and economic trends to proactively advise clients.
• Maintain up-to-date knowledge of compliance, regulatory requirements, and industry bestpractices.
• Collaborate with research, product, and operations teams to deliver seamless clientexperience.
• Ensure high standards of client servicing, retention, and satisfaction.
• Assist in onboarding new clients and completing KYC/AML documentation.

Requirements

Required Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• MBA, CFP, CFA, or equivalent professional certification preferred.

Skills & Experience:

• 3–5 years of experience in wealth management, private banking, or financial advisory.
• Strong knowledge of financial instruments, wealth planning, and taxation.
• Excellent communication, presentation, and interpersonal skills.
• Proven track record of managing and growing client portfolios.
• Regulatory certifications as per local financial regulations (e.g., NISM in India).
• Strong analytical and problem-solving skills
• High level of integrity and discretion