Company Description Globe Capital Market Limited is a leading financial services organization with a legacy of over 35 years in the Indian capital markets. The company provides comprehensive trading and clearing services across major exchanges, including GIFT City, and offers a wide range of investment products. Its portfolio spans equities, commodities, derivatives, and other financial instruments designed to meet diverse client needs.

Globe

Capital is focused on delivering innovative financial solutions, strong client service, and long-term value creation for its clients. The organization offers a dynamic environment for finance professionals looking to grow in a well-established and evolving financial ecosystem.

Role Description The Wealth Manager will be responsible for managing and growing client portfolios, providing tailored investment advice, and developing comprehensive financial plans aligned with client goals and risk profiles. Day-to-day activities include assessing client needs, recommending suitable investment products, monitoring portfolio performance, and conducting regular reviews to ensure strategies remain appropriate. The role involves building and maintaining strong client relationships, presenting market insights,



and collaborating with internal teams to deliver integrated financial solutions.

The Wealth

Manager will also ensure compliance with regulatory standards and internal policies. This is a full-time, on-site role based in New Delhi.

Qualifications

- Strong Financial Planning skills to design and implement comprehensive, goal-based financial strategies for clients.
- Proficiency in Investment Management and Investments, including asset allocation, risk assessment, and portfolio optimization.
- Solid understanding of Finance and Insurance products to offer holistic wealth management solutions.
- 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.
- Excellent analytical, advisory, and communication skills, with the ability to explain complex financial concepts clearly.
- Proven experience in wealth management, private banking, or investment advisory, preferably within capital markets.
- Client-focused mindset, strong ethical standards, and the ability to work effectively in a quick-paced, performance-driven environment.

📌 Wealth Manager (New Delhi)
🏢 Globe Capital Market
📍 New Delhi