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Job details:
Company Description Wealthy is a fast-growing fintech platform whose award-winning app empowers Mutual Fund Distributors (MFDs) with advanced technology, dedicated support, and in-depth product research. The company partners with over 10,000 MFDs across more than 30 branches, helping them build assets under management (AUM) and accelerate their clients’ wealth creation. Wealthy focuses on combining robust digital tools with human expertise to simplify investing and advisory workflows. Team members join a performance-driven, collaborative environment that values innovation, customer-centricity, and professional growth.
Role Description This is a full-time, on-site Private Wealth Manager role based in the Greater Bengaluru Area. The Private Wealth Manager will work directly with high-net-worth and emerging high-net-worth clients to understand their financial goals, risk profiles, and life priorities, and to translate these into tailored financial plans and investment strategies.
Responsibilities:
* Manage Client's Wealth through financial planning & investment advice
* Manage Investments of High Net worth client
* Acquire New Client through networking & relationship building
* Ensure compliance with regulatory standards
Qualifications
- Strong financial advisory foundation, with skills in Financial Planning and Estate Planning to design holistic, goal-based client solutions.
- Expertise in Investment Management and Finance to construct, monitor, and rebalance diversified client portfolios.
- Bachelor’s degree or higher in Finance, Economics, Business, or a related field.
- Proven experience in private wealth management, investment advisory, or similar client-facing financial roles.
- Excellent communication, presentation, and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
- Strong analytical skills, attention to detail, and comfort working with financial planning tools and digital platforms.
- Demonstrated client-centric mindset, high ethical standards, and commitment to regulatory compliance and confidentiality.
- Ability to work on-site in the Greater Bengaluru Area and collaborate effectively with cross-functional teams.
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