We are seeking a motivated and client-focused Wealth Manager with 2–4 years of experience in the

financial services industry. You will be responsible for managing client portfolios, offering strategic

financial advice, and ensuring top-notch service delivery. This is a client-facing role that combines

financial planning, relationship management, and market research.

Key Responsibilities:

Client Acquisition & Business Development

 New Client Acquisition

 Networking & Prospecting

 Onboarding & Fresh Investments

AUM Management & Growth

 Fresh Investments

 AUM Responsibility

 Portfolio Diversification

Client Relationship Management & Servicing

 Client Engagement

 Ongoing Client Servicing

 Quarterly Client Meetings

Continuous Learning & Knowledge Enhancement

 Stay Informed

 Product Knowledge

Ethical Sales Practices & Data Security

 Avoid Mis-selling

 Confidentiality & Data Security

 Client Solutioning & Need-Based Advisory

Customized Financial Solutions

 Holistic Advisory

 Sales Target Achievement & Business Growth

 Meet Sales Targets

 Cross-Selling & Upselling

Skilled Conduct & Company Policies

 Dress Code & Professionalism





 Focus on Company Business

Desired Candidate Profile

 Master’s degree in Finance, Economics, Commerce, or related field. (CFA/CFP/CWM is a plus)

 NISM V A is must

 2–3 years of experience in wealth management, banking, or financial advisory.

 Strong understanding of financial instruments and market trends.

 Excellent communication and interpersonal skills.

 Ability to work independently and manage client relationships with professionalism.

 Proficient in MS Office, CRM tools, and financial planning software.

Skills & Competencies

 Strong analytical and financial advisory skills.

 Proven ability to meet monthly sales targets in a relationship-led manner.

 Excellent communication, presentation, and interpersonal skills.

 Client-first mindset with high ethical standards.

 Passion for financial markets and continuous learning.

Pay: ₹40,000.00 - ₹80,000.00 per month

Benefits:

- Cell phone reimbursement

Experience:

- Wealth management: 2 years (Required)

Work Location: In person

📌 Wealth Manager (Chandigarh)
🏢 WealthVault Research and Analytics
📍 Chandigarh