Company Description Jainam is a financial services firm focused on empowering traders and investors to build a more confident financial future. The organization offers a range of broking and wealth management solutions designed to help clients navigate markets and achieve long-term financial goals. Jainam emphasizes informed decision-making, education, and practical tools to support clients at every stage of their investment journey. More information about Jainam’s services, culture, and initiatives can be found through its online presence at linktr.ee/jainambroking.
Role Description The Wealth Manager at Jainam will provide personalized financial and investment advice to clients, with a focus on long-term wealth creation and portfolio management. Responsibilities include assessing client financial goals, risk profiles, and existing portfolios, then recommending suitable investment strategies and products. The role involves regular client meetings, preparing performance reports, monitoring markets and products, and ensuring regulatory and compliance standards are met.
The Wealth Manager will collaborate with internal teams to offer integrated solutions, support client onboarding, and maintain strong, trust-based relationships. This is a full time, on-site role based in Surat.
Qualifications
• Strong knowledge of financial markets, investment products, and wealth management concepts.
• Ability to analyze client portfolios, assess risk tolerance, and develop tailored investment strategies.
• Excellent communication and interpersonal skills for client engagement, presentation, and relationship management.
• Comfort with data analysis tools, financial planning software, and standard office productivity applications.
• Understanding of regulatory requirements, compliance practices, and ethical standards in financial services.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFA, CFP, NISM) are an advantage.
• Demons
📌 Wealth Manager (Surat)
🏢 Jainam
📍 Surat