Anand Rathi Wealth Limited
Website:
anandrathiwealth.in
Job details:
We’re hiring for the Account Manager – Wealth Management role at Anand Rathi Wealth
If you are passionate about investments, wealth creation, client relationships, and working in one of India’s leading wealth management firms this opportunity is for you.
About the Role
As an Account Manager, you will work closely with senior Relationship Managers and leadership teams in managing and servicing HNI/UHNI client relationships. The role offers strong exposure across financial planning, portfolio management, capital markets, structured products, client advisory, and wealth solutions.
This is an excellent opportunity for candidates looking to build a long-term career in the wealth management industry with hands-on learning, client interaction, and analytical exposure.
Key Responsibilities
• Assisting RMs in portfolio reviews, financial planning, and wealth strategy discussions
• Preparing portfolio performance reports, asset allocation reviews, IRR calculations, and investment analysis
• Tracking market developments, mutual funds, structured products, MLDs, fixed income, and alternative investment opportunities
• Supporting client servicing activities including transaction execution, documentation, onboarding, and operational coordination
• Handling client queries and ensuring timely resolution with a high service orientation
• Coordinating with internal teams across operations, compliance, product, and execution
• Supporting business development initiatives, referrals, prospect meetings, webinars, and client events
• Preparing presentations, investment notes, review decks, and analytical reports for client meetings
• Monitoring portfolio risks, allocation gaps, maturity profiles, and investment opportunities
• Maintaining strong attention to detail and execution discipline in all client deliverables
Desired Skill Set
• Strong understanding of finance, investments, and capital markets
• Good knowledge of mutual funds, equity markets, fixed income, and wealth products
• Excellent communication, presentation, and interpersonal skills
• Strong analytical and problem-solving ability
• High ownership mindset with execution focus
• Proficiency in Excel, PowerPoint, and financial calculations (IRR, CAGR, asset allocation, etc.)
• Ability to work in a fast-paced, client-focused environment
Preferred Background
• CA freshers or MBA Finance certifications preferred
• Prior experience in wealth management, private banking, financial advisory, AMC, brokerage, or financial services is an added advantage
Why Join Anand Rathi Wealth
• Opportunity to work with one of India’s leading listed wealth management firms
• Exposure to HNI & UHNI client advisory
• Strong learning environment with experienced leadership
• Merit-driven growth and entrepreneurial culture
• High-quality investment and wealth management ecosystem
• Excellent platform for long-term career building in financial services
Interested candidates can share their resume or connect directly for further discussions.
Click on Apply to know more.