Wealth Manager (Hybrid/Onsite- Mumbai)

Experience: 4.00 + years

Salary: INR 2000000-2500000 / year (based on experience)

Expected Notice Period: 15 Days

Shift: (GMT+05:30) Asia/Kolkata (IST)

Opportunity Type: Office ()

Placement Type: Full Time Permanent position(Payroll and Compliance to be managed by: A global fintech company)

(*Note: This is a requirement for one of Uplers client - A global fintech company)

What do you need for this opportunity

Must have skills required:

CFA/CFP certifications, distributor/channel partner management, global market research exposure., asset allocation, compliance & regulatory knowledge, Finance/Economics degree, global investment products, HNI client relationships, Investment Advisory, Portfolio Management

A global fintech company is Looking for:

Wealth Manager

Who are we:

Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. You can open and manage overseas investment accounts digitally and affordably.

Our data-driven platform empowers you to make smarter investment decisions with insights and automated research. Track your portfolio''''''''s health, discover new stocks, and stay ahead of global investment trends without the guesswork. Backed by reputed investors, we offer a secure, reliable platform to help you grow your wealth globally.

Role Overview: The Wealth Manager will drive the development and expansion of the wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.

Key Responsibilities:

• Strategic Leadership: Develop and implement wealth management strategy, aligning with the company''''''''s global investment vision.
• Distributor Management: Work with channel partners typically large financial services companies in India to help them bring global investing products to their clients via their relationship managers and advisors.
• Client Advisory & Relationship Management: Serve as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, providing knowledge and logistics for global diversification of their wealth and investments.
• Portfolio & Investment Management: Oversee client portfolios, present global asset classes that clients may find interesting and help them make and manage investments in identified products.
• Market Research & Product Insights: Work with Product Research teams to stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit HNI clientele.
  
  

Qualifications & Experience:

• Bachelor''''''''s degree in Finance, Economics, or a related field MBA or relevant advanced degree preferred
• 8+ years of experience in wealth management, investment advisory, or financial services, with at least 3+ years in a leadership role
• Strong expertise in global investment products, asset allocation, and portfolio management strategies
• Demonstrated ability to build and maintain relationships with high-net-worth individuals and institutional clients
• Knowledge of compliance frameworks, risk management, and regulatory standards
• Professional certifications such as CFA, CFP, or equivalent are highly desirable
• Excellent leadership, communication, and analytical skills
  
  

Why Join Us

• A Global Impact: Help people across Asia, the Middle East, and India unlock global investing opportunities
• A Supportive Team: Work with smart, passionate colleagues committed to your growth
• Exciting Growth: Be part of an innovative platform changing how people invest globally
• A Fun Environment: Work hard, play hard, and enjoy the dynamic culture of a startup pushing the boundaries in fintech!
  
  

How to apply for this opportunity

• Step 1: Click On Apply! And Register or Login on our portal.
• Step 2: Complete the Screening Form & Upload updated Resume
• Step 3: Increase your chances to get shortlisted & meet the client for the Interview!
  
  

About Uplers:

Our goal is to make hiring reliable, simple, and fast. Our role will be to help all our talents find and apply for relevant contractual onsite opportunities and progress in their career. We will support any grievances or challenges you may face during the engagement.

(Note: There are many more opportunities apart from this on the portal. Depending on the assessments you clear, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!