Wealth Manager

BellWether Associates aims to serve as a dedicated Personal CFO™, providing tailored financial solutions to meet the unique goals, needs, and risk tolerance of each client. The firm specializes in personalized wealth management strategies, focusing on long-term client relationships and solution-driven approaches rather than generic products. BellWether’s expertise spans liability management, global investments, tax solutions, retirement planning, and estate planning, among other services. Supported by experienced wealth managers, BellWether offers clear communication and deep financial expertise to help clients confidently navigate their financial futures.

This is a full-time, on-site role for a Wealth Manager based in Gurugram. The Wealth Manager will be responsible for providing clients with tailored financial planning, managing investment portfolios, and offering strategic advice on asset allocation and risk ma...