Job Description

Senior Manager – Wealth Management (Advisory)

Company: Guardian Capital Investment Advisors

Location: Jubilee Hills, Hyderabad

Work Mode: Work from Office – 5 days a week

Salary: ₹10–12 LPA (excluding bonus)

Experience: Minimum 2 years of relevant experience

About Guardian Capital

Guardian Capital is an elite wealth and asset management firm offering a wide range of services, including wealth management, financial planning, and taxation, customised to meet each client's individual needs.

Guardian Capital has been recognised by CNBC-TV18 as the “Best Investment Advisory Firm Across India.”

Why Work at Guardian?

- We believe our people are our greatest assets.

- We hire individuals who demonstrate integrity, passion, and a commitment to excellence.

- As a growing organisation, we offer opportunities for growth opportunities and ESOPs.

- We strive to create a fun, exciting, and fulfilling workplace where every role is meaningful.

- We aim to make a meaningful difference in the financial well-being of the families who trust us with their savings.

Role Overview

We are looking for a Senior Manager – Wealth Management (Advisory) to join our team. The ideal candidate will have a strong interest in investment research, financial planning, and client servicing, with the ability to analyse investment performance and develop customised financial solutions.

Key Responsibilities

- Research and Investment Analysis

- Track and monitor the performance of invested funds.





- Attend fund manager calls to understand investment frameworks and reconcile internal research with fund managers' views.

- Financial Planning

- Develop financial plans and deliver presentations to clients as required.

- Collaborate with team leaders to gather relevant client and financial information.

- Maintain and update client data and revise financial plans annually or whenever significant changes arise.

- Client Service

- Obtain necessary documents and supplementary information from clients or team leaders during onboarding.

- Conduct purchase cost analyses as required.

- Conduct regular client meetings, address queries, and resolve client issues effectively.

Eligibility Criteria

- MBA or Master's degree in Finance or a related field.

- Minimum 2 years of relevant experience.

- Candidates pursuing CFA or CFP, or meeting the NISM Investment Adviser Level 1 and Level 2 examination requirements (Series X-A and X-B), as specified for the role.

Employment Terms

- Compensation: ₹10–12 LPA, excluding bonus. (depending on the background & experience)

- Work Schedule: 5 days a week, working from the office.

- Location: Jubilee Hills, Hyderabad.

- Bond Period: 2 years.

For more information, visit:
www.gcia.in
Read more about Guardian Capital:
https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato

Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals.

Requirements
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📌 Manager, Investment Advisory (India)
🏢 GCIA
📍 India