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 current 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.
Solid 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