Company Description
NJ Macson is led by seasoned bankers with extensive experience in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth Management. Acting as a trusted advisory board, the firm provides innovative, unbiased financial solutions to support clients in achieving their financial goals. Based in Chennai, NJ Macson offers comprehensive family office services, managing assets, fostering relationships, and ensuring confidentiality. The company is dedicated to creating lasting value for families across generations.

Role Description: This is a full-time on-site role for a Wealth Manager at NJ Macson in Chennai. The Manager will be responsible for driving loan sales, monitoring market trends, managing client relationships and overseeing the loan application process. The candidate should acknowledge that success in this role requires a perfect combination of exceptional service, expert advisory solutions and unique benefits, all tailored to help our customers achieve their financial goals and priorities.

Responsibilities and Duties:




Establish relationships with high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) to expand the Private Wealth Group.
Leverage networking, referrals and targeted outreach to build a robust client base, ensuring the group’s growth, long-term success and expansion of client portfolio.
Engage in cross-selling efforts, promoting a wide range of financial products and services that include Mutual Fund, PMS, AIF, General Insurance, Loans etc. to align with the company's strategic goals.
Actively pursue new client acquisition and handle current customer onboarding.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Evaluate investment opportunities, drive revenue growth and exceed any proposed targets while considering factors such as risk, return potential and liquidity.
Foster long-term relationships and ongoing advisory s

📌 Wealth Manager (Chennai)
🏢 NJ MACSON
📍 Chennai