We are looking to hire a CFP/CWM/Wealth Manager with relevant experience in the wealth management industry.

We are a real estate brokerage firm, and we are looking for a candidate who can help us build a new wealth and investment advisory vertical.

Key responsibilities

- Help clients build diversified portfolios across alternative investments, PMS, mutual funds, precious metals and other suitable financial products.
- Assist us in setting up the required compliance and regulatory framework for the current vertical.
- Provide insights on financial products, particularly AIFs, equities, PMS, real estate and other investment avenues.
- Develop investment strategies based on clients’ objectives, risk profile and requirements.
- Contribute to research,



portfolio monitoring and investment decision-making.
- Think like an investor and have a strong understanding of risk and returns.

Requirements

- Proven experience working as a Wealth Manager / Investment Advisor / Financial Planner.
- Strong understanding of financial products and Indian financial markets.
- NISM certification is required.
- CFP / CWM certification will be an added advantage.
- Strong analytical, communication and client-management skills.
- Practical investment approach and the ability to evaluate opportunities from an investor’s perspective.

📌 Wealth Manager (Ahmedabad)
🏢 Elevate Realty u0026 Investments
📍 Ahmedabad