Company Description Almondz Wealth Limited is a diversified financial services company offering a broad range of products to corporate, institutional, high net worth, and retail clients across multiple asset classes and customer segments. The firm provides end-to-end financial services including mutual funds, fixed deposits, bonds, life and health insurance, loans, guaranteed income products, NCDs, PMS/AIF, and stock trading. As a leading player in broking and financial product distribution, Almondz Wealth Limited focuses on building long-term client relationships and delivering unbiased investment recommendations. The company serves clients through a network of fully functional offices across the country and a large base of registered sub-brokers. Guided by strong research capabilities, Almondz Wealth Limited is continuously evolving as a comprehensive financial services provider in India. Role Description The Wealth Manager is a full-time, on-site role based in the Greater Delhi Area. The role involves engaging with clients to understand their financial goals, risk profile, and investment horizon, and designing tailored wealth management strategies. Day-to-day responsibilities include advising on investments across mutual funds, bonds, insurance, and other products, conducting portfolio reviews, and rebalancing portfolios as needed. The Wealth Manager will monitor market trends,



prepare and present financial plans, and maintain accurate records of client interactions and recommendations. The role also includes collaborating with internal teams, ensuring regulatory and compliance standards are met, and proactively developing new client relationships while strengthening existing ones. Qualifications
• Strong skills in Financial Planning, including goal-based planning, risk assessment, and asset allocation.
• Proficiency in Investment Management and Investments, with the ability to construct and review diversified portfolios.
• Solid understanding of Finance principles, capital markets, and various financial instruments.
• Knowledge of Insurance products and their role in comprehensive wealth and risk management.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, NISM, IRDA) are an advantage.
• Proven experience in wealth management, private banking, or financial advisory, preferably in a multi-product workplace.
• Strong analytical, quantitative, and communication skills, with the ability to explain complex concepts clearly to clients.
• Client-focused mindset, high ethical standards, and the ability to work independently while meeting performance and compliance goals.

📌 Wealth Manager (India)
🏢 Almondz Wealth
📍 India