Company Description Choice Wealth is one of India’s leading wealth and financial services providers, offering integrated solutions across wealth creation, protection, and transfer. As part of the diversified Choice Group, the organization leverages over two decades of experience across finance, hospitality, and technology to deliver trusted advisory services. With a robust footprint across India and 88 countries, Choice Wealth serves hundreds of thousands of clients, including state governments, through a team of more than 6,000 professionals. Its offerings span wealth management advisory, portfolio management services, mutual funds and alternate investments, equity and debt advisory, insurance and risk solutions, loans and financing, and estate and succession planning. Through its capital markets arm, Choice Broking, and proprietary platform Choice FinX, the company provides cutting-edge tools, research, and trading support grounded in trust, transparency, and excellence.
Role Description This is a full-time, on-site Wealth Manager role based in Delhi.



The Wealth Manager will work directly with clients to understand their financial goals, develop comprehensive financial plans, and recommend suitable investment, insurance, and financing solutions. Day-to-day responsibilities include conducting portfolio reviews, monitoring market developments, assessing risk profiles, and implementing investment strategies aligned with client objectives. The role involves preparing and presenting financial reports, coordinating with internal product and research teams, and ensuring compliance with regulatory and internal policies. The Wealth Manager will also focus on building long-term client relationships, identifying new business opportunities, and maintaining a high standard of service and ethical conduct.
Qualifications
Candidates should possess strong skills in Financial Planning and Finance to analyze client needs, create holistic plans, and manage overall financial health.
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📌 Wealth Manager (India)
🏢 Choice Wealth
📍 India