Wealth Manager

Bangalore – 30/05/2024

Job Title

Wealth Manager

Job Location – Bangalore


1. Certified adviser to create your personalized financial plan: Your dedicated financial planner will review your current financial situation in a 1-on-1 meeting. The outcome of this meeting is to quantify your financial needs. This will allow you to answer important questions like how much money is enough for your child to realize her dream education (child education plan), and how early can you retire (retirement plan).

2. Highly qualified team to handle your investments as per your risk profile: Our investment team backed by solid research will identify the most suitable financial products for you to achieve your financial goals as per the plan. All these investments are adjusted based on market conditions and available duration for each goal on your behalf.

3. Periodic reviews with your adviser to keep your financial journey on track: During this annual review meeting, your advisor will go through a comprehensive checklist to incorporate any new information in your financial plan e. g. new family member, career changes etc.. Your adviser will also review the investment journey during the year and suggest appropriate remedial actions to ensure successful accomplishment of your goals.


The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.


  1. Financial Planning and Consultation:
  • Meet with clients to understand their financial goals, objectives, and risk tolerance.
  • Present comprehensive financial plans tailored to each client’s unique circumstances.
  • Clearly explain financial strategies, investment options, and recommended courses of action.
  1. Financial Plan Review and Tracking:
  • Regularly review and evaluate clients’ financial plans, ensuring progress towards goals.
  • Monitor investment performance, assess risk exposure, and recommend adjustments when required.
  • Stay updated on market trends, regulatory changes, and financial industry developments.
  1. Education and Expertise:
  • Have a minimum of 1 to 4 years of relevant work experience in finance, preferably in financial planning and wealth management.
  • Hold a Certified Wealth Manager (CWM) or appearing in CWM.
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