Company Description Manifest Wealth Solutions is a pioneer in capital investment, asset management, and a broad range of financial services offered both globally and locally. The firm focuses on helping clients build, preserve, and transfer wealth through tailored strategies and long-term partnerships. Team members collaborate across markets to deliver informed guidance grounded in rigorous analysis and industry best practices. The organization values integrity, client-centered service, and continuous learning in a dynamic financial landscape.
Role Description This is a full time remote role for a Wealth Manager at Manifest Wealth Solutions. The Wealth Manager will develop and implement comprehensive financial plans, including retirement, tax, estate, and risk management strategies tailored to client goals. Day-to-day responsibilities include analyzing client portfolios, recommending investment solutions, monitoring performance, and rebalancing allocations as needed. The role also involves reviewing insurance coverage, identifying gaps, and coordinating appropriate risk management products.



The Wealth Manager will regularly meet with clients virtually, prepare clear reports, stay current on market trends and regulatory changes, and collaborate with internal specialists to deliver an integrated wealth management experience.
Qualifications

• Strong skills in Financial Planning and Finance, with the ability to create holistic, goal-based wealth strategies.
• Experience in Investment Management and Investments, including portfolio construction, asset allocation, and performance monitoring.
• Knowledge of Insurance products and risk management solutions to support comprehensive client protection plans.
• Excellent communication, client relationship management, and analytical skills, with attention to detail and sound judgment.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA, ChFC) are highly beneficial.
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📌 Wealth Manager (Chennai)
🏢 Manifest Wealth Solutions
📍 Chennai