Choice
Website:
choiceindia.com
Job details:
Company Description
Choice Wealth, part of the Choice Group, is one of India’s leading providers of Wealth and Financial Services, with over 20 years of expertise. Our comprehensive offerings include Wealth Management Advisory, Portfolio Management Services (PMS), Mutual Fund and Alternate Investment Distribution, Equity and Debt Advisory, Insurance Solutions, and Estate Planning. We proudly serve more than 4 lakh clients across 88 countries and 13 state governments, supported by a team of over 6,000 professionals worldwide. Through our capital markets arm, Choice Broking, we offer cutting-edge tools, expert research, and advanced trading and investment support. We are committed to helping clients achieve trust and excellence on their financial journeys.
Role Description
This is a full-time, on-site role for a Wealth Manager based in New Delhi. The Wealth Manager will work closely with clients to provide tailored financial planning, investment management, and wealth growth strategies. Responsibilities include assessing clients’ financial goals, offering investment recommendations, managing portfolios, and advising on insurance, risk management, and financial products. Additionally, the Wealth Manager will build and nurture long-term relationships with clients while staying informed about market trends to deliver high-quality financial advice.
Qualifications
- Expertise in Financial Planning and wealth advisory services
- Knowledge of Investment Management and strategies, including market research and risk analysis
- Strong understanding of Investments, Finance, and portfolio diversification
- Familiarity with Insurance products and risk management solutions
- Excellent communication, analytical, and interpersonal skills
- Ability to build and maintain long-term client relationships
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field (relevant certifications such as CFP, CFA, or equivalent are a plus)
- Proven experience in wealth management, financial services, or a related field
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