Company Description Mirae Asset Sharekhan, founded in 1995, was one of the first brokers to introduce online trading in India and has since built a large client base of over 3.1 million. With 120+ branches and 4,400+ business partners, the company follows a full-service model that combines in-depth research, dedicated relationship managers, a wide physical network, and investor education. Mirae Asset Sharekhan offers a comprehensive suite of financial solutions, including Mutual Funds, Stocks, IPOs, PMS, AIFs, ETFs, Corporate Deposits, Futures & Options, Commodities, and Bonds. The firm executes more than 1.1 million trades daily, reflecting a dynamic and fast-paced environment for wealth management professionals. Mirae Asset Sharekhan is a SEBI-registered stockbroker and AMFI-registered mutual fund distributor, committed to regulatory compliance and client-focused service.
Role Description The Wealth Manager role at Mirae Asset Sharekhan is a full time, on-site position based in Chennai. The Wealth Manager will work closely with clients to understand their financial goals, risk appetite, and time horizon, and will design tailored wealth management strategies accordingly. Daily responsibilities include conducting portfolio reviews, recommending and monitoring investments across asset classes, and providing ongoing guidance on financial planning, tax efficiency, retirement planning, and insurance needs. The role involves proactive client outreach, building and maintaining long-term relationships,



and staying updated on market trends, regulatory changes, and new product offerings. The Wealth Manager will collaborate with internal research, operations, and product teams to deliver comprehensive, compliant, and client-centric solutions.
Qualifications

- Strong financial planning skills, including goal-based planning, retirement planning, and tax-efficient strategies.
- Expertise in investment management and investments across multiple asset classes, such as mutual funds, equities, bonds, and alternative investments.
- Solid understanding of core finance concepts, risk management, asset allocation, and portfolio construction.
- Knowledge of insurance products and their role in comprehensive financial and protection planning.
- Relevant academic background in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, NISM, or equivalent are an advantage.
- Strong analytical, quantitative, and problem-solving skills, with the ability to interpret market research and product information.
- Excellent communication and interpersonal skills, with the ability to build trust, explain complex concepts clearly, and maintain long-term client relationships.
- Proven ability to work in a target-driven environment, with high ethical standards and adherence to regulatory and compliance requirements.
- Comfort with using digital tools, trading platforms, and CRM systems

📌 Wealth Manager (Chennai)
🏢 Mirae Asset Sharekhan
📍 Chennai