? WE’RE HIRING | WEALTH MANAGER

V-Lead Advisors Private Limited | Mangalore

V-Lead Advisors Private Limited is expanding into Wealth Management and is looking for an experienced and client-focused Wealth Manager to join our growing team.

The role involves managing client relationships and providing comprehensive solutions across financial planning, investments, mutual funds, insurance and wealth management . The Wealth Manager will work closely with the Senior Wealth Manager and leadership team in developing client relationships and building V-Lead’s new Wealth Management vertical.

Key Responsibilities:

• Develop and implement customized financial and investment plans based on client goals and risk profiles

• Manage, monitor and periodically review client investment portfolios

• Advise clients on mutual funds, investments, insurance and risk-management solutions

• Build and maintain long-term relationships with HNI and affluent clients

• Understand client requirements and recommend appropriate financial solutions

• Prepare investment proposals, financial quotations, portfolio reviews and presentations





• Conduct regular client meetings and provide ongoing financial guidance

• Stay updated on market trends, investment products and regulatory developments

• Contribute to the growth and development of VLead’s Wealth Management practice

Requirements:

• 2–4 years of experience in Wealth Management, Private Banking, Financial Advisory or related financial services

- Experience handling HNI / affluent clients preferred
- NISM Series V-A – Mutual Fund Distributors Certification is mandatory

• Strong understanding of investments, mutual funds and financial planning

• Good knowledge of insurance and risk management

• Excellent communication, relationship management and presentation skills

• Bachelor’s degree in Commerce / MBA in Finance

• CFP / CFA will be an added advantage

This is an chance to be part of the early team building V-Lead Advisors’ Wealth Management vertical , with exposure to senior leadership and high-value client relationships.

? Location:

#Mangalore

? Apply:

[email protected]

? Website:

www.vlead.in

📌 Wealth Manager (Mangalore)
🏢 V-Lead Advisors
📍 Mangalore