- Experience
- 6–19 yrs
- Salary
- —
- Openings
- 1
- Posted
- 4 hours ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Graduation is not mandatory for this role.
- Resume
- Required to apply
Where you'll work
Job description
About the Company
AnandRathi, operating as Anand Rathi Shares & Stock Brokers Ltd., is hiring for a Wealth Manager - PCG role in Bengaluru, India.
Role Overview
This position focuses on managing relationships and investment needs for high-net-worth individuals (HNIs). The role calls for tailored financial guidance, thoughtful portfolio management, and close coordination with internal teams to support smooth trade execution and client servicing.
What You’ll Do
- Oversee investment portfolios for HNI clients and provide customized financial advice aligned with their objectives.
- Create and execute investment plans designed to help clients meet their goals while balancing return potential and risk.
- Maintain strong, ongoing client relationships through consistent communication, careful understanding of client priorities, and high-quality service.
- Work with internal teams to ensure trades, settlements, and reporting are handled accurately and efficiently.
Requirements
- 6 to 19 years of experience in wealth management or a closely related domain.
- Deep knowledge of HNI client servicing, investment advisory, and portfolio management.
- A demonstrated history of developing durable, long-term relationships with high-net-worth clients.
Eligibility
Graduation is not mandatory for this role.
Additional Information
This is a full-time position based in Bengaluru, India. No stipend or salary details were provided in the source.