Job Description – Senior Wealth Manager

Position Details
Role: Senior Wealth Manager
Location: Ahmedabad
Experience Required: 7+ Years
CTC: Up to 14 LPA
Joining Preference: Immediate Joiners (Within 15 Days)

About the Role

We are seeking an experienced and client-focused Senior Wealth Manager to join our growing wealth advisory team. The ideal candidate will have robust expertise in financial planning, investment advisory, and wealth management, along with the ability to build long-term relationships with clients and deliver customized financial solutions.

This role requires a strategic thinker who can understand client financial goals, provide expert investment guidance, and help clients achieve long-term financial growth and security.

Key Responsibilities
Build and maintain solid relationships with clients by understanding their financial goals and risk appetite.
Provide personalized wealth management and financial planning solutions aligned with client objectives.
Advise clients on investment products, portfolio strategies, insurance,



retirement planning, and wealth creation.
Analyze financial data and monitor client portfolios to optimize investment performance and financial outcomes.
Stay updated on market trends, regulatory changes, and industry best practices to provide timely advisory support.
Conduct regular portfolio reviews and recommend suitable financial strategies.
Drive client engagement through meetings, financial reviews, and relationship management initiatives.
Represent the organization at client meetings, networking events, conferences, and industry forums.
Ensure compliance with financial regulations and internal advisory standards.
Contribute toward business growth by enhancing client satisfaction and expanding the client portfolio.

Required Skills & Qualifications
Bachelor’s degree in Finance, Economics, Commerce, or a related field.
CFP certification preferred.
Mandatory NISM XA & X

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