- Role: Senior Wealth Manager
- Location: Ahmedabad
- Experience Required: 7+ Years
- CTC: Up to 14 LPA
- Joining Preference: Immediate Joiners (Within 15 Days)
We are seeking an experienced and client-focused Senior Wealth Manager to join our growing wealth advisory team. The ideal candidate will have strong expertise in financial planning, investment advisory, and wealth management, along with the ability to build long-term relationships with clients and deliver customized financial solutions.
This role requires a strategic thinker who can understand client financial goals, provide expert investment guidance, and help clients achieve long-term financial growth and security.
Key Responsibilities- Build and maintain strong relationships with clients by understanding their financial goals and risk appetite.
- Provide personalized wealth management and financial planning solutions aligned with client objectives.
- Advise clients on investment products, portfolio strategies, insurance, retirement planning, and wealth creation.
- Analyze financial data and monitor client portfolios to optimize investment performance and financial outcomes.
- Stay updated on market trends, regulatory changes, and industry best practices to provide timely advisory support.
- Conduct regular portfolio reviews and recommend suitable financial strategies.
- Drive client engagement through meetings, financial reviews, and relationship management initiatives.
- Represent the organization at client meetings, networking events, conferences, and industry forums.
- Ensure compliance with financial regulations and internal advisory standards.
- Contribute toward business growth by enhancing client satisfaction and expanding the client portfolio.
- Bachelor’s degree in Finance, Economics, Commerce, or a related field.
- CFP certification preferred.
- Mandatory NISM XA & XB certification.
- Strong understanding of financial planning, investment strategies, and wealth management.
- Excellent communication, stakeholder management, and interpersonal skills.
- Strong analytical and problem-solving abilities with attention to financial data interpretation.
- Client-centric mindset with strong relationship-building capabilities.
- Self-driven, goal-oriented, and passionate about helping clients achieve financial success.
- Minimum 7+ years of experience in wealth management, financial advisory, investment advisory, or related financial services roles.
- Proven experience in handling HNI/UHNI clients will be preferred.
- Monday to Saturday
(2nd & 4th Saturdays Off)
- 8:30 AM to 5:30 PM
OR - 9:30 AM to 6:30 PM
- Round 1: HR Discussion
- Round 2: Head HR Round
- Round 3: Branch Manager / CEO Round
Skills Required
- Bachelor's degree in Finance, Economics, Commerce, or related field
- Mandatory NISM XA & XB certification
- CFP certification
- Minimum 7+ years of experience in wealth management, financial or investment advisory
- Proven experience handling HNI/UHNI clients
- Strong understanding of financial planning, investment strategies, and wealth management
- Excellent communication, stakeholder management, and interpersonal skills
- Strong analytical and problem-solving abilities with attention to financial data interpretation
- Client-centric mindset with strong relationship-building capabilities
- Self-driven, goal-oriented, and passionate about helping clients achieve financial success
What We Do
NextHire Consulting is an AI-driven recruiting platform that streamlines the hiring process for companies. By leveraging AI agents for sourcing, screening, and interviewing, the platform enables teams to focus on pre-qualified finalists. It provides data-driven insights into candidate soft skills and behavioral styles, aiming to disrupt traditional recruitment models with efficient, automated, and science-based talent acquisition solutions for businesses of all sizes.
