Company Description Sahaj Wealth Private Limited is a comprehensive private wealth management firm that enables clients to build diversified investment portfolios on a single platform. The firm offers a wide range of products, including mutual funds, bonds/NCDs, insurance, unlisted stocks, equity and derivatives trading, PMS/AIF, and structured products. It also provides solutions for loans (secured and unsecured), corporate funding, M&A; assistance, and special debt AIFs.

By integrating multiple investment and financing options, Sahaj Wealth aims to deliver tailored wealth management strategies that align with clients’ long-term financial goals.

Role Description The Private Wealth Management Specialist is a full-time, hybrid role based in Bengaluru, with flexibility for some work-from-home arrangements. The specialist will manage and grow a portfolio of high-net-worth and emerging affluent clients by understanding their financial objectives and recommending suitable investment products across mutual funds, bonds, equities, derivatives, PMS/AIF, insurance, loans, and structured products. Day-to-day responsibilities include conducting detailed financial planning, performing investment analysis, monitoring portfolio performance, and rebalancing allocations as needed.

The role involves preparing and presenting investment proposals, maintaining regular client communication,



and ensuring compliance with regulatory and internal risk guidelines. The specialist will collaborate with internal teams for product selection, corporate funding solutions, and M&A; assistance while maintaining accurate records and reporting.

Qualifications

- Candidates should possess solid Financial Planning and Investment Management skills to design and manage diversified portfolios.
- Candidates should possess solid Analytical Skills and Finance knowledge to evaluate products, assess risk, and interpret market data.
- Candidates should possess excellent Communication skills to build relationships, explain complex financial concepts, and present recommendations clearly.
- Relevant experience in wealth management, private banking, or investment advisory, preferably working with multiple asset classes and structured products.
- Bachelor’s or master’s degree in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, or NISM/SEBI registrations are an advantage.
- Ability to work in a hybrid setup in Bengaluru, manage multiple client engagements, and adhere to regulatory and compliance standards.
- Proficiency with financial planning tools, portfolio management software, and MS Office; strong ethical judgment and client-centric mindset.

📌 Private Wealth Management Specialist (Bengaluru)
🏢 Sahaj Wealth Private
📍 Bengaluru