Company Description Jainam is focused on paving the path to a more confident future for traders and investors by providing accessible, informed financial market solutions. The organization supports clients in navigating markets with tools, research, and advice designed to build long-term confidence and discipline. Jainam emphasizes education and transparency to help individuals make better trading and investment decisions.

Interested applicants can explore more about Jainam’s services and initiatives through its digital presence at linktr.ee/jainambroking.

Role Description The Wealth Manager will be responsible for advising clients on financial planning, investments, and wealth-building strategies that align with their goals and risk profiles. Day-to-day tasks include assessing client financial situations, designing customized investment portfolios, recommending insurance solutions where appropriate, and monitoring portfolio performance. The role involves regular client meetings, preparing reports, staying updated on market trends,



and coordinating with internal teams to deliver comprehensive financial solutions.

This is a full-time, on-site role based in Jaipur, requiring consistent in-person collaboration with clients and colleagues.

Qualifications

- Strong skills in Financial Planning, including goal-based planning and retirement planning.
- Demonstrated expertise in Investment Management and Investments, with the ability to construct and review diversified portfolios.
- Solid understanding of core Finance principles, including risk management and asset allocation.
- Knowledge of Insurance products and their role in comprehensive wealth management.
- Relevant academic background in Finance, Economics, Business, or a related field.
- Qualified certifications (such as CFP, CFA, or similar) are preferred.
- Excellent analytical, quantitative, and communication skills, with strong client relationship management abilities.
- Proven integrity, attention to detail, and the ability to work independently and as part of an on-site team.

📌 Wealth Manager (Jaipur)
🏢 Jainam
📍 Jaipur