Job Description: Wealth Manager

Location: Vadodara, Gujarat Experience Required: Minimum 5 Years (as a Wealth Manager) Employment Type: Full-Time

Role Overview

We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products. The ideal candidate will possess strong knowledge of the share market and a passion for delivering personalized wealth management solutions.

Key Responsibilities

- Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business.
- Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
- Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products.
- Identify client needs, risk appetite, and financial goals to design appropriate investment strategies.
- Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities.
- Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations.
- Collaborate with research and product teams to deliver value-added insights to clients.
- Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies)



in all advisory and sales activities.
- Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections.

Qualifications & Skills

- CFA, MBA (Finance), or CA — Preferred
- Minimum 5 years of relevant experience as a Wealth Manager, preferably from Banks, NBFCs, or leading Broking/Wealth Management firms
- Solid knowledge of equity, mutual funds, insurance, PMS, and other investment products
- Excellent communication, presentation, and relationship management skills
- Proven track record of managing HNI/Ultra-HNI client relationships and achieving AUM/revenue targets
- SEBI/NISM certifications (mandatory/added advantage for advisory roles, as applicable)

Why Join Us?

- Opportunity to work with one of the leading stock broking firms with a strong market presence.
- Performance-driven growth opportunities and incentive structures.
- Exposure to a wide range of financial products and client segments.

How to Apply

Interested candidates meeting the above criteria can send their updated resume to:

[email protected]

Job Type: Full-time

Pay: ₹600,000.00 - ₹1,200,000.00 per year

Benefits:

- Paid time off
- Provident Fund

Work Location: In person

📌 Wealth Manager (India)
🏢 A C Agarwal Share Brokers
📍 India