Company Description Choice Wealth is a leading wealth and financial services provider specializing in wealth creation, protection, and transfer for clients in India and global markets. As part of the diversified Choice Group, the organization leverages over 20 years of financial expertise, trust, and research-backed solutions. With more than 400,000 clients across 88 countries, 6,000+ professionals, and long-standing relationships with 13 State Governments, Choice Wealth offers a wide range of services including PMS, mutual funds, alternative investments, equity and debt, insurance, financing, and estate planning.

Supported by Choice Broking and the proprietary platform Choice FinX, the company combines technology and advisory capabilities to help clients make informed financial decisions and nurture financial excellence.

Role Description This is a full-time, on-site Wealth Manager role based in Mumbai.

The Wealth

Manager will work closely with clients to understand their financial goals, risk profiles, and life-stage priorities, and design tailored wealth creation, protection, and transfer strategies. Daily responsibilities include developing comprehensive financial plans, managing investment portfolios across asset classes, reviewing performance, and recommending rebalancing or new opportunities aligned with market conditions and client objectives. The role involves advising on insurance solutions, retirement planning, tax-productive strategies, and estate planning, as well as preparing reports,



conducting regular portfolio review meetings, and ensuring regulatory and compliance standards are met.

The Wealth

Manager will collaborate with internal research, product, and operations teams to deliver a seamless advisory experience and support business growth through relationship management and client referrals.

Qualifications

- Strong financial planning skills, including goal-based planning, retirement planning, and estate planning.
- Expertise in investment management and investments across mutual funds, PMS, equities, debt, and alternative investment products.
- Solid understanding of finance principles, capital markets, risk assessment, and portfolio construction.
- Knowledge of insurance solutions spanning life, health, and protection products, and their role in overall financial strategy.
- Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications such as CFP, CFA (levels), or NISM licenses are an advantage.
- Proven experience in wealth management, private banking, or financial advisory with a client-facing role.
- Excellent analytical, numerical, and problem-solving skills, with attention to detail and strong documentation abilities.
- High level of communication and interpersonal skills to build long-term client relationships and explain complex concepts clearly.
- Ethical, client-centric mindset with commitment to regulatory compliance and continuous learning about products and market trends.

📌 Wealth Manager (Mumbai)
🏢 Choice Wealth
📍 Mumbai