Gostocks Financial Services - Wealth Manager

Job Description: Wealth Manager

Employment Type: Full-time / Hybrid

About GoStocks:

GoStocks is a client-centric, fintech-driven financial services firm dedicated to empowering investors through disciplined wealth creation. We focus on long-term, fundamentals-based portfolio strategies backed by robust risk management and consistent performance across market cycles.

As a fintech-first organization, GoStocks is continuously enhancing digital capabilities to deliver seamless and intuitive investment experiences. Our investment offerings include mutual funds, direct equity, fixed-income products, tax-saving instruments, and insurance solutions.

Role Overview:

GoStocks is seeking dynamic, mature, and experienced Wealth Managers with 510 years of industry experience. The ideal candidate will have strong market exposure, a client-first mindset, and a proven ability to acquire and manage high-value clients. You will play a pivotal role in expanding our wealth management and portfolio management services while contributing to long-term business growth.

Key Responsibilities:

1. Client Acquisition & Relationship Management

- Identify, source, and acquire new clients (HNI, UHNI, affluent investors).

- Build long-term relationships and act as a trusted financial advisor.

- Conduct periodic reviews to understand clients financial goals and risk profile.

- Provide exceptional servicing and ensure superior client experience.

2. Portfolio & Wealth Strategy:

- Create tailored investment strategies based on clients needs and financial goals.

- Recommend suitable solutions across mutual funds, equities, bonds, tax instruments, and insurance.

- Align portfolio decisions with GoStocks investment philosophy of consistency, risk-control, and long-term focus.

- Collaborate with research and portfolio management teams for market insights and strategy implementation.

3. Business Development & Growth:

- Meet and exceed AUM, revenue, and client acquisition targets.

- Organize and participate in networking activities, seminars, and client engagement initiatives.

- Leverage GoStocks fintech capabilities to streamline processes and enhance effectiveness.

4. Risk & Compliance:

- Ensure adherence to SEBI regulations and internal compliance policies.

- Maintain accurate documentation, KYC, and portfolio records.

- Monitor risk parameters and ensure client portfolios remain aligned with their risk tolerance.

5. Reporting & Analytics

- Deliver periodic portfolio performance updates and insights to clients.

- Work with operations and support teams to ensure timely reporting and data accuracy.

6. Team Contribution & Leadership

- Guide junior advisors or team members when necessary.

- Participate in content creation such as insights, webinars, or newsletters.

- Provide market and client feedback to help improve products and services.

Requirements:

Experience:

- 5-10 years in wealth management, private banking, financial advisory, or portfolio management.

Skills & Knowledge:

- Strong understanding of financial markets, asset allocation, and investment products.

- Proven ability to handle HNI or affluent client portfolios.

- Excellent communication, interpersonal, analytical, and presentation skills.

- Strong business development and networking capabilities.

Education:

- Bachelors degree in Finance, Economics, Business, or related field.

- MBA, CFP, or CFA certification is an added advantage.

Personal Attributes:

- Client-centric, ethical, and process-oriented.

- Self-driven, mature, and proactive with strong relationship-building abilities.

- Ability to work in a fast-paced, technology-enabled environment.

Other Requirements:

- Willingness to travel for client meetings and business development.

- Flexibility to operate in hybrid work environments based on business needs.

What We Offer:

- A dynamic, growth-oriented environment in a fintech-enabled wealth management firm.

- Attractive compensation structure with performance-based incentives.

- Opportunities for long-term career growth and leadership roles.

- Access to strong research support and advanced digital tools.

- A collaborative culture focused on ethics, performance, and client success.