Wealth Managers, Relationship Managers and Dealer (Delhi)

Wealth Managers, Relationship Managers and Dealer (Delhi)

02 Oct
|
ACME Group
|
Delhi

02 Oct

ACME Group

Delhi

Company Description ACME Group is a leading provider of investment solutions, offering customized services in financial assessment and planning, capital markets, wealth management, and alternative asset management. The firm serves institutional investors, corporates, high net worth families, and individuals through specialized subsidiaries and multiple delivery channels. ACME Group leverages deep domain expertise, strong relationships, and a culture of excellence to deliver bespoke, client-centric solutions aligned with clients’ strategic goals.

Its core team includes experienced private bankers, investment bankers, taxation specialists, and professionals from capital markets, corporate finance, and private equity. The organization’s client-first philosophy is embedded in its practice model and reflected in its name, representing peak performance and service.

Role Description This is a full time, on-site role based in Delhi, India, for Wealth Managers, Relationship Managers, and Dealers. The role involves advising clients on financial planning, investment strategies, and wealth management solutions tailored to their risk profiles and financial objectives.

Responsibilities include managing client relationships, conducting regular portfolio reviews, and providing market updates and recommendations across asset classes. The position also requires executing trades, coordinating with internal research and product teams,



and ensuring compliance with regulatory and internal risk guidelines. Team members will collaborate to identify new business opportunities, support client onboarding, and maintain accurate documentation and reporting.

Qualifications

- Candidates should possess strong skills in Financial Planning and Finance to assess client needs, create comprehensive plans, and analyze financial data effectively.
- Candidates should possess robust Investment Management and Investments skills to construct, monitor, and rebalance portfolios aligned with client goals and market conditions.
- Candidates should possess solid knowledge of Insurance to integrate protection solutions into overall wealth and risk management strategies.
- Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Proven experience in wealth management, relationship management, private banking, or dealing/ trading roles, preferably with exposure to high net worth or institutional clients.
- Strong communication and interpersonal skills, with the ability to build trust, explain complex financial concepts clearly, and work collaboratively in a team environment.
- High ethical standards, client-centric mindset, and familiarity with applicable regulatory and compliance requirements in financial services.

📌 Wealth Managers, Relationship Managers and Dealer (Delhi)
🏢 ACME Group
📍 Delhi

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