Company Description Anand Rathi Wealth Limited (ARWL) is an NSE500-listed wealth management firm focused on simplifying wealth creation for high-net-worth and ultra-high-net-worth clients. Since 2002, ARWL has built a robust reputation for transparent, data-backed, and objective-driven private wealth solutions. The firm specializes in wealth creation, risk management, tax planning, and estate planning through structured and client-centric processes.

Certified as a Great Place to Work for eight consecutive years, ARWL fosters a culture of trust, collaboration, and performance. With presence across 18+ locations in India and a representative office in Dubai, the firm offers deep expertise and continuity in client relationships.

Role Description This is a full-time, on-site Wealth Manager role based in Durgapur.

The Wealth

Manager will engage with clients to understand their financial goals, risk profile, and time horizon, and will design tailored wealth strategies aligned with these objectives.

Responsibilities include advising on investments, insurance, and tax-efficient solutions, conducting portfolio reviews, and ensuring appropriate asset allocation and risk management. The role involves regular client meetings, performance tracking, documentation, and compliance with internal policies and regulatory guidelines.

The Wealth





Manager will collaborate with internal teams to deliver high-quality advice, enhance client experience, and support business growth initiatives.

Qualifications

- Candidates should possess strong skills in Financial Planning, including goal-based planning, retirement planning, and tax-efficient strategies.
- Candidates should possess skills in Investment Management and Investments, including asset allocation, portfolio construction, and product evaluation.
- Candidates should possess knowledge of Finance and capital markets, with the ability to interpret economic and market trends for client portfolios.
- Candidates should possess understanding of Insurance solutions, including risk assessment and suitable coverage for wealth protection.
- Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications like CFP, CFA, NISM, or equivalent are an advantage.
- Strong analytical, communication, and interpersonal skills, with the ability to build long-term client relationships and work in a target-oriented environment.
- High ethical standards, attention to detail, and familiarity with regulatory and compliance frameworks in wealth management.

📌 Wealth Manager (Durgapur)
🏢 Anand Rathi Wealth
📍 Durgapur