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 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
1.
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. 2.
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. 3.
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. 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. •

📌 Manager, Advisory (Hyderabad)
🏢 Guardian Capital
📍 Hyderabad