Company Description WealthVault Research and Analytics Pvt. Ltd. is a team of highly skilled professionals focused on delivering world-class investment services and solutions to investors in India and globally. The firm provides end-to-end investment product suites for UHNI and HNI clients, backed by rigorous research and analysis.

Offerings span investment solutions across equity, fixed income, and alternative asset classes. WealthVault also delivers comprehensive risk analysis and insurance planning, investment planning, tax and estate planning, and retirement planning. The organization emphasizes tailored, research-driven strategies to help clients achieve their long-term financial objectives.

Role Description The Team Manager – Private Wealth Management is a full-time, on-site role based in Chandigarh. This role involves leading a team of wealth advisors to deliver high-quality investment and financial planning services to UHNI and HNI clients.

Responsibilities include overseeing portfolio construction and review, monitoring asset allocation across equity, fixed income, and alternatives, and ensuring alignment with clients’ risk profiles and long-term goals.

The Team

Manager will coordinate risk analysis, insurance planning, tax and estate planning, and retirement planning activities,



while maintaining strong client relationships and ensuring compliance with internal policies and regulatory requirements. The role also includes mentoring team members, setting performance objectives, preparing regular reports and presentations, and collaborating with research and analytics teams to refine investment recommendations.

Qualifications

- Strong analytical skills, including the ability to interpret complex financial data and market trends.
- Knowledge and experience in finance and financial services, preferably within private wealth management or investment advisory.
- Understanding of accounting and auditing principles relevant to portfolio oversight and compliance.
- Experience managing client portfolios across equity, fixed income, and alternative investments.
- Proven team leadership and people management skills, with the ability to coach and develop professionals.
- Excellent communication and interpersonal skills for working with UHNI and HNI clients.
- Strong organizational and time-management abilities, with attention to detail and adherence to processes.
- Relevant academic background such as a degree in Finance, Economics, Business, Accounting, or a related field; qualified certifications (e.g., CFA, CFP, CA, MBA in Finance) are an advantage.
- Familiarity with Indian tax regulations, estate planning concepts, and regulatory frameworks applicable to wealth management.

📌 Team Manager- Private Wealth Management (Chandigarh)
🏢 WealthVault Research and Analytics
📍 Chandigarh