Company Description IIFL Capital Services Limited is a full-service financial institution that integrates Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform. With a multi-decade legacy of trust and innovation, the firm partners with high-net-worth families, entrepreneurs, and institutions to grow wealth and support long-term legacy planning. IIFL Capital operates across India and key global financial centers, offering solutions in portfolio management, alternative investments, structured strategies, lending, insurance, and succession planning.

Its philosophy emphasizes long-term value creation, disciplined asset allocation, open-architecture products, and simplified risk management. Through a relationship-led model, the firm provides clarity, foresight, and continuity across generations.

Role Description The Private Wealth Management Specialist is a full-time, on-site role based in the Greater Delhi Area. This role focuses on managing and growing client portfolios for high-net-worth individuals and families by developing customized financial plans and investment strategies aligned with their goals and risk profiles. Day-to-day responsibilities include conducting detailed financial and investment analyses, monitoring market trends, reviewing portfolio performance, and recommending portfolio rebalancing or current opportunities.

The Specialist will engage in regular client meetings, prepare proposals and reports, coordinate with product and research teams to identify suitable solutions, and ensure adherence to regulatory and internal compliance standards.



The role also involves nurturing long-term client relationships, supporting succession planning needs, and contributing to business development initiatives.

Qualifications

- Candidates should possess strong Financial Planning skills, including goal-based planning, asset allocation, and retirement and succession planning capabilities.
- Candidates should possess robust Analytical Skills to interpret financial data, assess risk-return profiles, and evaluate investment performance and market trends.
- Candidates should possess Investment Management expertise, with knowledge of portfolio construction, alternative investments, structured products, and wealth preservation strategies.
- Candidates should possess solid Finance fundamentals, including understanding of capital markets, financial instruments, taxation aspects related to investments, and regulatory frameworks.
- Candidates should possess clear and professional Communication skills for client engagement, presentation of recommendations, and collaboration with internal stakeholders.
- Relevant academic background such as a degree in Finance, Economics, Business, or related fields; professional certifications like CFP, CFA, or similar credentials are advantageous.
- Experience in private banking, wealth management, or financial advisory, with a track record of working with HNI/UHNI clients, is highly beneficial.
- Strong ethical standards, attention to detail, and the ability to work in a fast-paced, client-focused environment while maintaining confidentiality and compliance.

📌 Private Wealth Management Specialist (Delhi)
🏢 IIFL Capital Services
📍 Delhi