Wealth Manager

Role: Wealth Manager

Location: Chennai

Experience: 1-4 Years

Role Overview

We are looking for a dynamic Wealth Manager to work closely with the Chairman in managing strategic investment and wealth related initiatives. The role requires strong exposure to investment analysis, portfolio management, financial modelling, and client advisory with the ability to handle high-value financial decisions in a fast-paced environment.

Key Responsibilities

- Support investment evaluation, portfolio analysis, and wealth management activities.

- Analyze investment opportunities across equities, fixed income, PMS, AIFs, and alternate assets.

- Build and interpret financial models, valuation frameworks, and investment reports.

- Monitor portfolio performance, market movements, and risk-return metrics.

- Work closely with senior leadership on strategic financial and investment decisions.

- Coordinate with external stakeholders, financial institutions, and advisors as required.

- Prepare presentations, MIS reports, and investment summaries for management review.

Desired Candidate Profile

- MBA from a reputed institution

- Strong understanding of wealth management, investment products, and financial markets.

- Experience in portfolio analysis, financial modelling, and investment advisory.

- Excellent analytical, communication, and stakeholder management skills.

- High level of confidentiality, ownership, and professional maturity.

Preferred Background

Candidates with experience in Wealth Management, Investment Banking, PMS, Venture Capital, Family Office, or Investment Advisory firms will be preferred.