Company Description Wealthy is a technology-driven platform that empowers Mutual Fund Distributors (MFDs) with an award-winning app, advanced tools, and dedicated support. Wealthy offers a collaborative environment and strong community of financial professionals. Applicants can expect to work with modern wealth-tech solutions designed to enhance advisory quality and client satisfaction.
Role Description The Private Wealth Manager is a full-time, on-site role based in the Greater Bengaluru Area. In this position, the professional will work closely with clients to understand their financial goals, develop comprehensive wealth management strategies, and recommend appropriate investment solutions using Wealthy’s platform. Day-to-day responsibilities include conducting financial and portfolio reviews, providing guidance on long-term financial and estate planning, and monitoring market trends to align client portfolios with risk and return objectives. The role also involves building and maintaining strong client relationships,



ensuring compliance with regulatory standards, and collaborating with internal teams to leverage research, technology, and tools that support client outcomes.
Qualifications

Strong Financial Planning and Estate Planning skills, with the ability to design holistic strategies tailored to diverse client objectives.
Experience in Investment Management and Finance, including portfolio construction, asset allocation, and risk management.
Excellent analytical, numerical, and communication skills, with the capacity to explain complex financial concepts clearly.
Proven ability to build trust-based client relationships and work in a fast-paced, target-driven setting.
Familiarity with wealth-tech platforms or digital financial tools and comfort working with data and reporting dashboards.
Bachelor’s or master’s degree in Finance, Economics, Business, or a related field is preferred.

📌 Wealth Manager (Bengaluru)
🏢 Wealthy
📍 Bengaluru