Company Description Sovereign Global Markets Private Limited is a client-centric financial services firm focused on guiding clients toward long-term financial success with integrity, trust, and transparency. The company delivers personalized wealth and investment solutions across multiple verticals, including debt capital markets, fixed income for institutional and retail clients, corporate treasury, and family office management. It also offers third-party products such as mutual funds, insurance, and AIFs, supported by in-depth equity research, online bond platform services, high-frequency trading, and proprietary trading strategies. Sovereign Global partners with high-net-worth individuals, ultra-high-net-worth individuals, family offices, corporate treasuries, financial advisors, and debt market participants to build secure and adaptive financial plans.
Role Description This is a full-time, in office Wealth Manager role based in Ranchi. The Wealth Manager will work directly with clients to understand their financial objectives, design tailored wealth management strategies,



and recommend appropriate investment solutions with focus on fixed income and mutual funds. Daily responsibilities include regular client meetings, ensuring regulatory compliance, coordinating with internal teams, and maintaining long-term client relationships through proactive communication and driving revenue for the organisation.
Qualifications

• Candidates should possess strong skills in Financial Planning and overall Finance to assess client needs and structure comprehensive wealth solutions.
• Candidates should possess expertise in Investment Management and Investments to design, implement, and monitor diversified portfolios.
• Candidates should possess active sales skills and would be willing to travel.
• Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
• Strong analytica

📌 Wealth Manager (Ranchi)
🏢 Sovereign Global Markets Private
📍 Ranchi