Company Description Choice Wealth is a leading Wealth and Financial Services provider focused on wealth creation, protection, and transfer for clients in India and global markets. As part of the diversified Choice Group, the organization draws on more than 20 years of financial expertise, trust, and market experience. Serving over 400,000 clients across 88 countries with a team of 6,000+ professionals, Choice Wealth offers solutions spanning PMS, mutual funds, alternative investments, equity and debt, insurance, financing, and estate planning.

Supported by Choice Broking and the proprietary Choice FinX platform, the company integrates research, technology, and advisory capabilities to help clients make informed financial decisions.

Choice

Wealth is committed to nurturing financial excellence and long-term client relationships.

Role Description This full time Wealth Manager role is an on-site position based in Chennai.

The Wealth

Manager will work directly with clients to understand their financial goals, assess risk profiles, and develop comprehensive financial plans and investment strategies. Daily responsibilities include managing client portfolios, recommending suitable investment products, and providing guidance on insurance, tax efficiency, and estate planning solutions. The role also involves regular portfolio reviews, performance reporting,



and proactive communication to ensure alignment with changing client needs and market conditions.

The Wealth

Manager will collaborate with internal research, product, and operations teams to deliver high-quality advisory services and maintain regulatory and compliance standards.

Qualifications

- Strong skills in Financial Planning and Finance to analyze client needs and design holistic financial strategies.
- Expertise in Investment Management and Investments for constructing, monitoring, and rebalancing diversified portfolios.
- Knowledge of Insurance solutions to integrate protection, risk management, and contingency planning into client proposals.
- Bachelor’s degree in finance, economics, business, or a related field; professional certifications such as CFP, CFA, or other relevant credentials are an advantage.
- Proven experience in wealth management, financial advisory, or investment services, preferably working with retail and high-net-worth clients.
- Strong analytical, quantitative, and problem-solving abilities, with sound understanding of capital markets and financial products.
- Excellent communication and interpersonal skills, with the ability to build long-term client relationships and explain complex concepts clearly.
- High ethical standards, attention to detail, and familiarity with regulatory and compliance requirements in financial services.

📌 Wealth Manager (Chennai)
🏢 Choice Wealth
📍 Chennai