Wealth Manager

Recex.co; Bengaluru Urban; On-site; INR 500,000 - 700,000; Full time

Benefits offered by this job

Competitive compensation

Performance-based incentives

Professional development opportunities

Health insurance

Retirement plans

Job summary

A financial services firm in Bengaluru is seeking an Entry Level Financial Advisor to develop and monitor financial plans for clients. The role requires managing client investment portfolios, providing guidance on investment strategies, and maintaining relationships through proactive advice. Successful candidates will hold a degree in finance or related fields with some experience in wealth management. Competitive compensation and health benefits are offered.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• Professional certifications such as CFP, CFA, CPA are strongly preferred.
• Minimum 2 years of experience in wealth management or investment advisory roles.
• Strong knowledge of financial markets and investment products.
• Excellent communication and analytical skills.
• Proven ability to manage high-net-worth client relationships.

Responsibilities

• Develop, implement, and monitor financial plans based on client goals.
• Manage client investment portfolios aligned with risk tolerance.
• Provide guidance on tax-efficient strategies and estate planning.
• Conduct portfolio reviews to adjust strategies.
• Maintain client relationships through proactive financial advice.
• Stay updated with market developments.
• Collaborate with professionals to deliver financial solutions.
• Identify new business opportunities through networking.

Job description

Develop, implement, and monitor comprehensive financial plans based on clients' short- and long-term goals.

Manage and optimize client investment portfolios in line with risk tolerance, market trends, and financial objectives.

Provide expert guidance on tax-efficient investment strategies, estate planning, and wealth preservation.

Conduct regular portfolio reviews and performance analysis to adjust strategies as necessary.

Build and maintain long-term relationships with clients through ongoing communication and proactive financial advice.

Stay up to date with global market developments, regulatory changes, and economic conditions to inform strategy.

Collaborate with legal, tax, and insurance professionals to deliver integrated financial solutions.

Identify new business opportunities through referrals, networking, and business development initiatives.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or a related field (Master's degree or MBA preferred).
• Professional certifications such as CFP, CFA, CPA, or similar are strongly preferred.
• Minimum 2 years of experience in wealth management, financial planning, or investment advisory roles.
• Strong knowledge of financial markets, investment products, and regulatory frameworks.
• Excellent communication, analytical, and relationship-building skills.
• Proven ability to manage high-net-worth client relationships and deliver tailored financial solutions.

What We Offer

• Competitive compensation and performance-based incentives.
• Access to a broad suite of financial products and investment tools.
• Opportunities for professional development and certification support.
• Collaborative, client-centered work environment.
• Health insurance, retirement plans, etc.

Job Details

• Seniority level: Entry level.
• Employment type: Full-time.
• Job function: Finance and Sales.
• Industries: Financial Services.