Wealth Manager - PCG

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.