Company Overview - NJ Macson NJ Macson headquartered in Chennai has been a trusted financial advisory partner for over a decade Led by a team of seasoned bankers accountants and financial experts we specialize in Corporate Finance Legal Services Auditing Investment Banking Insurance and Private Wealth Management Our Family Office services are tailored to manage the assets legacy and aspirations of our clients while prioritizing confidentiality financial wellness and long-term growth We pride ourselves on delivering unbiased high-return investment solutions tailored to the unique needs of HNI and UHNI clients Position VP AVP Manager - PCG Private Client Group Advisory Location Chennai On-site Employment Type Full-Time As a Senior Wealth Manager at the Assistant Vice President AVP level you will serve as a trusted advisor to high-net-worth individuals families and institutional clients You will lead the design and implementation of customized financial strategies provide ongoing portfolio oversight and build lasting client relationships This leadership role combines expert financial planning with business development and team collaboration Key Responsibilities Act as the primary relationship manager for a portfolio of high-net-worth clients Deliver holistic wealth management solutions including investment strategy tax optimization estate planning and risk management Lead client onboarding discovery and financial goal-setting meetings with professionalism and discretion Analyze and monitor investment portfolios to ensure alignment with client objectives and market conditions Collaborate with in-house and third-party specialists e g tax legal insurance to coordinate integrated financial solutions Maintain high compliance and fiduciary standards in line with regulatory requirements and internal policies Mentor junior team members and contribute to internal training and development initiatives Contribute to business development through networking client referrals and participation in firm-sponsored events Required Qualifications Skills Graduate Postgraduate degree in Finance Economics Business Administration or related field Assets under management AUM exceeding INR 100CR Minimum 8 years of experience in Wealth Management or Private Banking with proven expertise managing HNI UHNI clients In-depth knowledge of investment products such as MF PMS AIFs LAS Insurance and structured products Strong sales orientation with a track record of meeting or exceeding revenue targets Exceptional interpersonal communication negotiation and presentation skills Ability to work independently and collaboratively in a dynamic performance-driven environment What We Offer Access to a wide portfolio of financial products and wealth solutions Transparent performance-based growth and incentive structure Tailored career development and learning opportunities Job Type Full-time Pay 100 000 00 - 150 000 00 per year Work Location In person

📌 Investment Manager (Tamil Nadu)
🏢 NJ MACSON
📍 Tamil Nadu