Position: Wealth Manager

Location: Patel Nagar, New Delhi

Experience: 2-3 Yrs

About the Role:

As a Wealth Manager, you will work closely with our advisory team to support client relationship management, financial planning, and investment strategy execution. This opportunity provides hands-on experience in financial markets, portfolio analysis, and client servicing within a skilled wealth management environment.

Key Responsibilities:

· Assist in preparing investment proposals, portfolio summaries, and financial plans for clients.

· Conduct research on market trends, mutual funds, equities, and other investment instruments.

· Support relationship managers in client onboarding, documentation, and account management.

· Update and maintain client data, investment records, and CRM systems.

· Participate in meetings and help create presentations or reports for client reviews.

· Analyze financial statements and assist in risk profiling of clients.





· Coordinate with cross-functional teams for seamless client servicing.

· Stay updated on current market news, regulatory changes, and financial products.

Qualifications & Skills:

· PG/UG degree in Finance, Commerce, Economics, or Business Administration.

· Strong analytical and numerical ability.

· Proficiency in MS Excel, PowerPoint, and basic financial modeling.

· Good communication and presentation skills.

· Detail-oriented, eager to learn, and proactive in approach.

What You’ll Gain:

· Exposure to real-world wealth management practices and client engagement.

· Mentorship from experienced financial advisors.

· Opportunity to understand investment products, portfolio diversification, and financial planning.

Pay: ₹200,000.00 - ₹400,000.00 per year

Benefits:

- Cell phone reimbursement
- Internet reimbursement
- Provident Fund

Work Location: In person

📌 Wealth Manager (Delhi)
🏢 BiggPocket
📍 Delhi