Wealth Manager

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹80,000–1.2 lakh a month
Location
Pune, Maharashtra
Work mode
Hybrid
Job type
Full time
Experience
4–8 yrs
Category
Wealth Management

In hand: about ₹72,100–1,01,800 a month after PF and income tax (estimate). How it's worked out

As a Wealth Manager, you will be responsible for managing high-net-worth clients' portfolios and providing tailored investment strategies. Strong communication skills are essential for client engagement.

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About the role

As a Wealth Manager, you will play a crucial role in managing the investment portfolios of high-net-worth clients. Your primary responsibility will involve developing and implementing personalized investment strategies that align with clients' financial goals.

Strong communication and interpersonal skills are essential for building and maintaining relationships with clients, ensuring that their needs are met effectively. You will also stay updated on market trends and provide insights that help clients make informed decisions about their investments.

This role offers an opportunity to work in a dynamic environment where your expertise can significantly impact clients' financial success. If you are passionate about finance and dedicated to delivering exceptional service, this position may be the perfect fit for you.

What you'll do

  • Manage client investment portfolios
  • Conduct financial reviews
  • Provide personalized financial advice

What you'll need

  • Bachelor's degree in Finance or related field
  • Wealth Management certification is a plus

Skills

Client relationship management Investment analysis

Good to have

Familiarity with financial software

Benefits

  • Flexible working hours
  • Attractive commission structure

Interested in this role?

It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.

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Wealth Manager jobs in other cities

Gurugram Chandigarh Amritsar Bhopal Ujjain Jaipur Durg Dehradun Bhubaneswar

Questions about this job

What is the Wealth Manager role?
The Wealth Manager position is a Full Time (Hybrid) role based in Pune. Experience: 4–8 yrs. Key skills needed include Client relationship management, Investment analysis. BFSI Jobs is recruiting for this role on behalf of a client employer — apply directly on this page.
What is the salary for the Wealth Manager position?
The Wealth Manager position offers a salary of INR 80,000 - INR 120,000/month. Additional benefits include Flexible working hours, Attractive commission structure.
How do I apply for the Wealth Manager job?
You can apply for the Wealth Manager position directly through BFSI Jobs. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Dec 12, 2026.
How many jobs are currently available in Pune?
There are currently 9 active job openings in Pune on BFSI Jobs. Popular categories include Finance (3), Audit (1), NBFC (1), Fintech (1). Browse all jobs in Pune to find more opportunities.
How many Wealth Management jobs are available right now?
There are currently 46 active Wealth Management job openings listed on BFSI Jobs. Top hiring locations for Wealth Management roles include Ujjain (2), Ahmednagar (2), Chandigarh (2), Tirunelveli (2). Explore all Wealth Management jobs to find your ideal role.
Are there Wealth Management jobs available in Pune?
There are 1 active Wealth Management job opening in Pune on BFSI Jobs. View all Wealth Management jobs in Pune to apply today.

Listing last updated

Wealth Manager

₹80,000–1.2 lakh a month

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