Wealth Managers

Fidvia is partnering with a rapidly growing, technology-driven wealth management firm founded by experienced industry leaders. We are seeking accomplished Wealth Managers with 5–15 years of experience who have a strong track record of managing and acquiring High-Net-Worth Individual (HNI) and affluent client relationships.

This role offers an excellent prospect to join a high-growth organization, build a substantial client portfolio, deliver tailored wealth management solutions, and advance into future leadership positions.

Key Responsibilities

- Acquire, manage, and deepen relationships with HNI and affluent clients.
- Understand client financial goals and provide customized wealth management solutions.
- Develop and implement portfolio strategies across investment and wealth products.
- Drive Assets Under Management (AUM) growth through effective client engagement and advisory services.
- Maintain the highest standards of ethics, compliance, and client-centric advisory practices.
- Collaborate with internal research and product teams to deliver comprehensive wealth solutions.

Desired Profile

- 5–15 years of experience in Wealth Management, Private Banking, Financial Advisory, or related financial services.




- Demonstrated success in HNI client acquisition, relationship management, and revenue generation.
- Strong understanding of investment products, financial markets, portfolio construction, and wealth planning.
- Excellent communication, relationship-building, and business development skills.
- MBA or equivalent qualification preferred.

Why Join?

- Opportunity to be part of a fast-growing and innovative wealth management platform.
- Competitive compensation structure with attractive performance-linked incentives.
- Access to strong research capabilities, advanced digital tools, and product support.
- Clear career progression with opportunities to take on leadership responsibilities as the organization scales.
- Entrepreneurial work environment focused on long-term client value creation.

Location: Multiple Locations (Coimbatore/Chennai

Experience: 5–15 Years

Industry: Wealth Management / Private Banking / Financial Services

If you are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management, we would love to connect with you

📌 Wealth Manager | HNI & Portfolio Advisory | Chennai
🏢 Fidvia Consulting
📍 Chennai