Wise Finserv
Website:
wisefinserv.com
Job details:
Company Description Wise Finserv is a financial services firm that has been supporting High-Net-Worth and Ultra-High-Net-Worth Individuals since 2013 with structured solutions to grow, protect, and transfer wealth. The organization operates across major Indian cities, including Mumbai, Delhi, Noida, Lucknow, Varanasi, Kolkata, Chandigarh, Visakhapatnam, and Hyderabad, combining global market insights with local expertise. Wise Finserv offers tailored investment strategies supported by data-driven research, secure technology platforms, and proactive risk and diversification management. With over 20,000 clients in more than 2,000 cities, the firm emphasizes client-first service through dedicated service managers, regular portfolio reviews, and direct access to senior leadership. Its mission is to help clients build enduring financial legacies through informed and strategic wealth management.
Role Description The Senior Wealth Manager – Chief Manager / AVP is a full-time on-site role based in Noida, responsible for managing and growing a portfolio of HNI and UHNI clients. The role involves developing customized financial and investment strategies, conducting in-depth portfolio analysis, and providing advisory services aligned with clients’ goals and risk profiles. The individual will regularly review client portfolios, recommend rebalancing or new opportunities, and ensure timely execution across asset classes. Day-to-day activities include client meetings, market and product research, coordination with internal teams for seamless service delivery, and adherence to regulatory and compliance standards. The Senior Wealth Manager will also contribute to business development by identifying new clients, nurturing long-term relationships, and supporting strategic initiatives of the wealth management team.
Qualifications
- Candidates should possess strong expertise in Financial Planning to design comprehensive wealth, retirement, tax, and estate strategies.
- Candidates should possess skills in Investment Management and Investments to construct, monitor, and optimize multi-asset portfolios for HNI and UHNI clients.
- Candidates should possess solid knowledge of Finance to interpret market trends, analyze financial instruments, and support data-driven advisory decisions.
- Candidates should possess understanding of Insurance solutions to integrate risk management and protection strategies into overall financial plans.
- Relevant academic background such as a degree in finance, economics, business, or related field; professional certifications like CFP, CFA, or other wealth management credentials are an advantage.
- Proven experience in private banking, wealth management, or investment advisory
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