Company Description Dilzer Consultants Pvt. Ltd., a SEBI Registered Investment Advisor (INA200002239), is a progressive financial planning and wealth management practice known for disciplined processes, thorough research, and a focus on long-term profitability for clients. The firm delivers personalized, consistent advisory services built on trust, integrity, and responsibility. Its client-centric approach emphasizes open dialogue to understand individual goals and risk tolerance before designing tailored solutions. In an increasingly volatile financial environment, Dilzer Consultants is dedicated to creating, growing, and preserving client wealth through active, customized investment advisory strategies. The team works to bring greater certainty to outcomes by aligning financial aspirations with well-structured portfolios and holistic planning. Role Description The Deputy Chief Executive Officer Wealth Management will provide leadership across advisory, operations, and business development functions to support the firm’s growth in Bengaluru. This full-time, in office role involves overseeing wealth management strategies, guiding financial planning processes, and ensuring high-quality, compliant advisory services. The role includes managing day-to-day operations, optimizing workflows, and coordinating with cross-functional teams to deliver a seamless client experience.



The Deputy CEO will participate in strategic planning, drive sales and relationship management initiatives, and contribute to business planning and performance monitoring. The position also requires mentoring team members, supporting continuous improvement, and representing the firm in client meetings, industry events, and partner discussions. Qualifications
- Strong foundation in Finance, including investment advisory, portfolio construction, and wealth management.
- Proficiency in Operations Management, with experience streamlining processes and overseeing daily workflows.
- Capability in Business Planning and Strategic Planning to support firm growth, market positioning, and long-term objectives.
- Demonstrated Sales and client relationship management skills, with the ability to build and retain high-value client relationships.
- Relevant academic background such as CFP, MBA, CA, or a postgraduate degree in Finance, Economics, or Business.
- Experience in wealth management, financial planning, or investment advisory.
- Excellent communication, analytical, and decision-making skills, with a collaborative leadership style.
- Strong ethical standards, regulatory awareness (especially SEBI regulations), and commitment to client-centric advisory practices.

📌 Deputy Chief Executive Officer Wealth Management Bangalore (Bengaluru)
🏢 Dilzer Consultants ( SEBI Registered Investment Advisor )
📍 Bengaluru