Manager, Investment Advisory Hyderabad

Company: Guardian Capital
Job Location: Hyderabad, Telangana, India
Employment Type: Full time
Experience Required: 2+ years

Senior Manager Wealth Management (Advisory)

Company: Guardian Capital Investment Advisors

Location: Jubilee Hills, Hyderabad

Work Mode: Work from Office 5 days a week

Salary: 1012 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 prospects 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 Senior Manager Wealth Management (Advisory) to join our team. The ideal candidate will have a robust interest in investment research, financial planning, and client servicing, with the ability to analyse investment performance and develop customised financial solutions.

Key Responsibilities

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.
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.
Client Service
Obtain necessary documents and supplementary information from clients .

📌 Manager, Investment Advisory Hyderabad
🏢 Guardian Capital
📍 Hyderabad