About Novaris Capital

Novaris Capital is a New Delhi-based wealth management firm. We help individuals, families and business owners grow and protect their wealth through personalised financial planning and disciplined, long-term portfolio management.

About the Role

We are hiring a Wealth Manager for a fully remote role. You will be the first point of contact for new clients: finding and engaging prospects, presenting our advisory services, and building financial plans tailored to each client's goals. This role suits someone who enjoys client conversations and wants to grow with a young, fast-growing advisory firm.

Roles and Responsibilities

- Client Acquisition: Identify and reach out to prospective clients through your network, referrals and digital channels, and build a steady pipeline of new relationships.




- Client Pitch: Present Novaris Capital's investment approach and services clearly and confidently, answer client questions, and convert prospects into clients.
- Creating Financial Plans: Understand each client's goals, income, risk profile and existing investments, and prepare personalised financial plans covering goal planning and asset allocation.

Qualification

- Graduation in any discipline

Requirement

- Must have cleared both NISM Series X-A and NISM Series X-B (Investment Adviser Level 1 and Level 2) certifications

Location: Remote (Recent Delhi, India)

📌 Wealth Manager (India)
🏢 Novaris Capital
📍 India