Company Description Blue Sage Wealth is a qualified wealth management firm focused on helping clients build, protect, and grow their financial assets. The firm offers tailored financial planning and investment solutions for individuals, families, and business owners.

Blue Sage

Wealth emphasizes long-term relationships, ethical advisory practices, and transparent communication. Team members collaborate closely to deliver client-centric strategies designed to support financial security and future goals.

Role Description The Wealth Manager will work on-site in New Delhi in a full-time capacity, providing comprehensive financial advice and portfolio management to a diverse client base. Day-to-day responsibilities includes interacting/ meeting with clients to understand their goals, creating customized financial plans, and managing investment portfolios in line with risk profiles and market conditions. The role involves ongoing monitoring of client accounts, preparing performance reports, and recommending adjustments based on financial trends and life events.

The Wealth

Manager will coordinate insurance and risk management solutions, ensure compliance with regulatory requirements, and collaborate with internal teams to deliver a high standard of service. The position also includes maintaining detailed documentation,



participating in client events, and contributing to business development activities through referrals and relationship-building.

Qualifications Strong Financial Planning skills with the ability to design comprehensive, goal-based financial strategies.

Expertise in Investment Management and Investments, including asset allocation, portfolio construction, and performance review.

Solid understanding of Finance principles, capital markets, and economic trends relevant to wealth management.

Knowledge of Insurance products and risk management solutions to support client protection needs.

Bachelor’s degree or higher in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an advantage.

Strong analytical, numerical, and problem-solving skills, with attention to detail and accuracy.

Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build long-term client relationships.

Ethical mindset, commitment to regulatory compliance, and ability to handle confidential information with discretion.

Proficiency in financial planning software, portfolio management tools, and standard office applications.

📌 Wealth Manager (New Delhi)
🏢 Blue Sage Wealth
📍 New Delhi