About Novaris Capital

Novaris Capital is a Current 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, quick-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 recent 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 (New Delhi, India)

📌 Wealth Manager New Delhi
🏢 Novaris Capital
📍 New Delhi