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 & investments
📍 Ahmedabad