Per Annum
Website:
perannum.money
Job details:
Company Description
Per Annum Money began with P2P lending in 2015 and has grown into a trusted alternative investment platform with over ₹10,000 Cr facilitated for more than 5 Lakh users. In March 2025, Per Annum launched Estates, a flagship product specializing in Fractional Real Estate, which now manages over ₹250 Cr AUM and is expanding rapidly. Based in Gurugram, Bangalore, and Noida, the company's mission is to make wealth creation accessible, transparent, and rewarding through innovative financial solutions. Per Annum remains committed to delivering excellence to its growing customer base.
Role Description
This is a full-time, on-site role based in New Delhi. The Wealth Manager will be responsible for offering financial advisory services, creating personalized financial plans, and managing investment portfolios. The role includes conducting market analysis, identifying client needs, and offering tailored solutions. Building strong relationships with clients, ensuring regulatory compliance, and staying updated on financial trends to aid in decision-making are core aspects of this position.
Qualifications
- Proficiency in Financial Planning and ability to develop tailored financial strategies
- Expertise in Investment Management and Investments, including asset allocation and risk management
- Strong understanding of Finance and Insurance, with knowledge of financial instruments and policies
- Demonstrated analytical skills and attention to detail
- Excellent interpersonal, communication, and client relationship management skills
- Bachelor's degree in Finance, Economics, Business, or a related field
- Relevant certifications such as CFA, CFP, or equivalent are a plus
- Proven experience in wealth or investment management roles is highly desirable
Click on Apply to know more.