Company Description PROMORE FINTECH PVT LTD is a comprehensive financial services firm focused on investment solutions, risk mitigation, tax planning, estate planning, inheritance, and succession. The company aims to provide end-to-end guidance for individuals and families seeking to grow, protect, and transfer their wealth effectively.

By combining specialized financial expertise with personalized advisory, PROMORE FINTECH PVT LTD supports clients in making informed decisions at every life stage. The firm’s approach emphasizes long-term relationships, tailored strategies, and holistic coverage of “everything financial” that matters to clients.

Role Description This is a full time, on-site Wealth Manager role based in Ahmedabad.

The Wealth

Manager will meet with clients to understand their financial goals, risk tolerance, and personal circumstances, and will design tailored financial and investment plans to help them achieve those objectives. Daily responsibilities include connecting and acquiring new client, analyzing client portfolios, recommending investment products, reviewing insurance needs, and optimizing tax and estate planning strategies. The role also involves regular portfolio reviews, preparing reports, monitoring market developments, and adjusting strategies as needed.

The Wealth





Manager will collaborate with internal teams, maintain accurate documentation, and ensure all advisory activities comply with relevant regulations and company policies.

Qualifications

- Candidates should possess strong skills in Financial Planning and Finance to assess client needs, build comprehensive plans, and manage overall financial health.
- Candidates should possess expertise in Investment Management and Investments to construct, monitor, and rebalance diversified portfolios aligned with client objectives.
- Candidates should possess knowledge of Insurance to evaluate risk exposure and recommend appropriate protection solutions.
- Candidates should have solid analytical and quantitative skills, with proficiency in financial analysis tools and portfolio reporting.
- Candidates should demonstrate excellent communication and interpersonal skills to explain complex concepts clearly and build long-term client relationships.
- Candidates should ideally have a bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications (such as CFP, CFA, or equivalent) are an advantage.
- Candidates should be detail-oriented, ethical, and comfortable working in a regulated environment with a client-first mindset.

📌 Wealth Manager (Ahmedabad)
🏢 PROMORE FINTECH
📍 Ahmedabad