Wealth Manager - Personal Wealth Portfolios

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth management platform, added over 100 products to it, and earned the trust of thousands of investors. In our latest round of funding, we have raised capital of USD 7 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.

We are looking for confident professionals with -

- Preferably 3+ years of experience in selling financial products

- Experience in banks, securities, or wealth management firms

- Entrepreneurial mindset with a strong client network

- Experience in managing HNI clients

WHAT is the job?

Manage client's wealth by -

- Cultivating a relationship and understanding their financial needs

- Recommending products from the Wealthy platform

Looking for quick joiners.