Wealth Manager

Start Date

Starts Immediately

CTC (ANNUAL)

₹ 3,00,000 - 4,25,000 ₹ 3,00,000 - 4,25,000 /year

Experience

No experience required

No experience required

Apply By

5 Sep' 26

Posted 1 day ago

Fresher Job

Be an early applicant

About the job

Key responsibilities:

1. Client relationship management: Build and maintain strong relationships with high-net-worth individuals, families, and institutional clients. Understand their financial goals, preferences, and risk tolerance.
2. Portfolio management: Design, implement, and manage equity-focused investment portfolios tailored to each client's needs and objectives, including stocks, ETFs, and other equity-based instruments.
3. Regular reporting: Provide clients with regular updates on portfolio performance, market conditions, and any changes in the investment landscape. Deliver explicit, concise, and actionable investment reports.
4. Compliance & regulatory adherence: Ensure that all investment activities comply with regulatory requirements, industry standards, and internal policies.
5. Business development: Network to generate new business opportunities, engage potential clients, and expand the firm's equity wealth management services.

Skill(s) required

Client Relationship Equity Research

Earn certifications in these skills

Who can apply

Only those candidates can apply who:

1. are from Bhopal only

Other requirements

1. Bachelor’s degree in finance, economics,



business, or a related field.

2. MBA or CFA Level 1/Level 2 is preferred.

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: ₹ 3,00,000 - 4,25,000 /year

Annual CTC breakup:

1. Fixed pay: ₹ 2,75,000 - 3,75,000 /year

2. Variable pay: ₹ 25,000 - 50,000 /year

Number of openings

1

About Marquee Investment Managers

Marquee Investment Managers is a SEBI-registered investment advisory firm that focuses on medium and long-term wealth creation.
While stock markets have compounded wealth at a faster pace when compared with real estate, gold, fixed deposits, or debt funds, very few retail investors have been able to compound their wealth because of the inherent volatility this asset class brings in. Our job at Marquee is to hand-hold our investors during such up and down cycles and assist them in beating inflation by participating in India's growth story.

Activity on Internshala

Hiring since July 2026

2 opportunities posted

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📌 Wealth Manager - Fresher (Bhopal)
🏢 Marquee Investment Managers
📍 Bhopal