Private Wealth Management Specialist

Looking for a finance professional passionate about wealth management and investment advisory

Key Responsibilities:

✔ Analyze and review client portfolios across asset classes

✔ Prepare portfolio reports and investment trackers

✔ Research Mutual Funds, Bonds, PMS & AIFs

✔ Support financial planning and goal-based advisory

✔ Track market trends, regulations, and investment opportunities

Who Should Apply?

• Graduate/Postgraduate in Finance, Commerce, or Economics

• 1–3 years of experience in Wealth Management, Financial Advisory, or Investment Research

• CFP pursuing/qualified candidates preferred (NISM certifications are a plus)

• Strong Excel and analytical skills

Detail-oriented with excellent communication abilities.

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