Wealth Manager

Stack; Mumbai; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Stack Wealth in Mumbai is seeking a Wealth Manager to work on-site, delivering comprehensive wealth management strategies for clients. You will conduct detailed financial assessments, design personalized investment plans, and actively manage portfolios to optimize returns while managing risk.

You will also educate clients on investment products, insurance solutions, and tax-efficient strategies, ensuring adherence to regulatory standards and collaborating with finance, tech, and advisory teams

Qualifications

• Detailed financial planning and cash flow analysis are required.
• Experience with asset allocation, portfolio construction, and risk management.
• Strong knowledge of capital markets and financial instruments.
• CFP/CFA or related finance certifications are a plus.
• Excellent communication and client relationship skills.
• High ethical standards and regulatory compliance understanding.

Responsibilities

• Conduct detailed financial assessments.
• Design personalized investment plans across asset classes.
• Actively manage portfolios to optimize returns and manage risk.
• Monitor market trends, review portfolio performance, and recommend adjustments based on changing conditions and client needs.
• Educate clients on investment products, insurance solutions, and tax-efficient strategies, while ensuring regulatory compliance.
• Collaborate with internal finance, technology, and advisory experts to deliver a seamless client experience.

Skills

Financial planning

Investment management

Financial knowledge

Insurance understanding

Analytical skills

Communication skills

Education

Finance/Economics/Business degree

CFP or CFA certification

Job description

Wealth Manager

Stack Wealth - Mumbai, Maharashtra, India

Company Description

Stack Wealth is a digital wealth management platform that brings premium wealth-building strategies to everyday investors, offering access to high-return portfolios, stable fixed-income products, and tailored investment options. The company combines experienced finance professionals with AI specialists, data scientists, engineers, designers, and investment advisors to deliver personalized financial planning and 24/7 expert assistance. With over 25 years of wealth management experience and more than ₹10,000 Cr in assets managed for millions of investors, Stack Wealth focuses on helping clients grow and protect their net worth. By integrating cutting-edge technology with high-end investing expertise, the platform delivers an advanced yet accessible solution for investors. The company values an open, collaborative culture and encourages team members to contribute ideas, skills, and enthusiasm.

Role Description

The Wealth Manager will work on-site in Mumbai in a full-time capacity, partnering with clients to develop and implement comprehensive wealth management strategies aligned with their financial goals. Responsibilities include conducting detailed financial assessments, designing personalized investment plans across asset classes, and actively managing portfolios to optimize returns and manage risk. The role involves monitoring market trends, reviewing portfolio performance, and recommending adjustments based on changing economic conditions and client needs. The Wealth Manager will educate clients on investment products, insurance solutions, and tax-efficient strategies, while ensuring adherence to regulatory and compliance standards. Collaboration with internal experts in finance, technology, and advisory services is expected to deliver a seamless client experience and support the growth of Stack Wealth’s investor base.

• Conduct detailed financial assessments.
• Design personalized investment plans across asset classes.
• Actively manage portfolios to optimize returns and manage risk.
• Monitor market trends, review portfolio performance, and recommend adjustments based on changing economic conditions and client needs.
• Educate clients on investment products, insurance solutions, and tax-efficient strategies, while ensuring adherence to regulatory and compliance standards.
• Collaborate with internal experts in finance, technology, and advisory services to deliver a seamless client experience and support the growth of Stack Wealth’s investor base.

Qualifications

• Strong skills in Financial Planning, including goal-based planning, cash flow analysis, and retirement planning.
• Expertise in Investment Management and Investments, including asset allocation, portfolio construction, and risk management.
• Solid knowledge of Finance, including capital markets, financial instruments, and economic drivers.
• Understanding of Insurance solutions, including protection planning and integration of insurance into overall wealth strategies.
• Relevant qualifications such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are highly beneficial.
• Strong analytical and quantitative skills, proficiency with financial planning tools, and the ability to interpret market research and data.
• Excellent communication and interpersonal skills, with the ability to build trust, explain complex concepts clearly, and maintain long-term client relationships.
• High ethical standards, attention to detail, and familiarity with regulatory and compliance requirements in wealth and investment advisory.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Industries: Financial Services