Company Description Shri Hari Radha Madhav Charitable Trust is a mission-driven organization focused on social welfare and community development. The trust aims to support individuals and communities through charitable initiatives, sustainable programs, and responsible resource management. It emphasizes transparency, ethical practices, and long-term impact in all its activities. Team members are encouraged to bring professional expertise together with a commitment to service. The setting values collaboration, integrity, and meaningful contributions to society.

Role Description This is a part time, remote role for an HNI Wealth Manager at Shri Hari Radha Madhav Charitable Trust. The HNI Wealth Manager will engage with high-net-worth individuals to understand their financial goals, philanthropic interests, and risk preferences, and propose suitable wealth management and charitable giving strategies. Day-to-day activities include building and maintaining client relationships, conducting financial and market analysis, preparing investment proposals, and coordinating with internal teams to ensure proper execution of strategies. The role also involves monitoring portfolio performance, providing regular updates to clients, and ensuring compliance with relevant regulations and internal policies.



The HNI Wealth Manager will contribute to growing the trust’s impact by aligning client wealth planning with socially responsible and philanthropic objectives.

Qualifications
Solid skills in financial analysis, portfolio management, and investment planning, with experience working with high-net-worth individuals.
Proficiency in client relationship management, stakeholder communication, and advisory services, with the ability to build trust and long-term partnerships.
Knowledge of wealth management products, tax implications, and regulatory frameworks related to investments and charitable giving.
Ability to work independently in a remote setting, manage time effectively, and handle multiple client engagements with attention to detail.
Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, or equivalent are an advantage.
Demonstrated interest in philanthropy, social impact, or nonprofit sector work, with alignment to the trust’s values and mission.
Strong analytical, written, and verbal communication skills, and competence using digital tools and platforms for remote collaboration.

📌 Hni Wealth Manager New Delhi
🏢 Shri Hari Radha Madhav Charitable trust
📍 New Delhi