Wealth Manager – Founder's Office | ATMAN
Location: Chennai
Experience: 5+ Years
Employment Type: Full-Time
About ATMAN
ATMAN is an early-stage technology venture building for a future shaped by increasingly capable intelligence.
We are assembling a small founding team across engineering, AI, infrastructure, security, product and design.
Founded by Silambarasan TR (STR).
Website: atman.inc
Role Overview
We are looking for an experienced Wealth Manager to work closely with the Founder/Director and manage their overall personal and family wealth portfolio.
The ideal candidate should have hands-on experience managing investments for Founders, Directors, HNIs or Family Offices, with solid exposure to portfolio management, investment planning and wealth preservation. This is an execution-focused role and requires someone who can independently manage, track and optimise a diversified portfolio.
Key Responsibilities
Manage and monitor the Founder/Director's overall investment and wealth portfolio.
Handle investments across equities, mutual funds, fixed income, bonds,
structured products, PMS/AIFs and other investment opportunities.
Regularly review portfolio performance, asset allocation, risk and returns.
Identify and evaluate new investment opportunities and provide clear recommendations.
Maintain a consolidated view of investments, liquidity, cash flows, maturities and financial commitments.
Coordinate with banks, private bankers, brokers, fund managers, CAs, tax advisors and other financial institutions.
Support domestic and international investment planning, including understanding of FEMA/RBI requirements where applicable.
Assist with tax-efficient investment structuring and wealth preservation in coordination with professional advisors.
Track financial markets and proactively flag risks, opportunities and portfolio actions.
Prepare concise monthly/quarterly portfolio and wealth reports for the Founder.
Maintain complete confidentiality and discretion while handling
📌 Wealth Manager (Chennai)
🏢 ATMAN
📍 Chennai