Wealth Manager

Company Description Thriveiti is dedicated to empowering individuals and families to make well-researched, informed financial decisions. The organization views wealth creation as more than numbers, emphasizing opportunity, growth, and long-term legacy. Thriveiti focuses on translating financial goals into practical outcomes through personalized strategies and a relationship-driven approach designed to withstand market cycles. Team members contribute to guidance sessions, expert insights, and portfolio health checks that support clients in achieving financial confidence and stability.

Role Description The Wealth Manager is a full-time, on-site role based in New Delhi, responsible for advising clients on their financial goals and long-term wealth creation strategies. Day-to-day responsibilities include conducting detailed financial assessments, developing and implementing personalized financial plans, and managing client investment portfolios. The role involves explaining complex financial concepts in clear terms, monitoring market trends, and adjusting strategies to align with changing client needs and market conditions. The Wealth Manager will maintain strong client relationships through regular reviews, portfolio health checks, and proactive communication, while collaborating with internal teams to deliver integrated financial solutions.

Qualifications

• Strong skills in Financial Planning and Finance to assess client needs and build comprehensive wealth strategies.
• Proficiency in Investment Management and Investments for constructing and monitoring diversified portfolios.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an advantage.
• Ability to analyze financial data, interpret market developments, and communicate insights clearly to clients.
• Excellent interpersonal and communication skills, with a client-focused, ethical, and detail-oriented approach.
• Experience in wealth management, financial advisory, or related roles, preferably serving individual and family clients.