Experience
: 4.00 + years

Salary
: INR 2000000-2500000 / year (based on experience)

Expected Notice Period
: 15 Days

Shift
: (GMT+05:30) Asia/Kolkata (IST)

Prospect Type
: Office ()

Placement Type
: Full Time Permanent position(Payroll and Compliance to be managed by: A global fintech company)

(*Note: This is a requirement for one of Uplers' client - A global fintech company)

What do you need for this opportunity?

Must have skills required:
CFA/CFP certifications, distributor/channel partner management, global market research exposure., asset allocation, compliance & regulatory knowledge, Finance/Economics degree, global investment products, HNI client relationships, Investment Advisory, Portfolio Management

A global fintech company is Looking for:
Wealth Manager
Who are we?:
Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. You can open and manage overseas investment accounts digitally and affordably.





Our data-driven platform empowers you to make smarter investment decisions with insights and automated research. Track your portfolio''''''''''''''''''''''''''''''''s health, discover new stocks, and stay ahead of global investment trends without the guesswork. Backed by reputed investors, we offer a secure, reliable platform to help you grow your wealth globally.

Role Overview:
The Wealth Manager will drive the development and expansion of the wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.

Key Responsibilities:
- Strategic Leadership: Develop and implement wealth management strategy, aligning with the company''''''''''''''''''''''''''''''''s global investment vision.
- Distribu

📌 Wealth Manager (India)
🏢 Uplers
📍 India