Wealth Manager

Company Description IIFL Capital Services Limited is a full-service financial institution that integrates Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform. With a multi-decade legacy of trust and innovation, the firm partners with HNI/UHNI families, entrepreneurs, and institutions to grow wealth and build lasting financial legacies. IIFL Capital operates across India and key global financial centers, offering solutions in portfolio management, alternative investments, structured strategies, lending, insurance, and succession planning. Its philosophy emphasizes long-term value creation, disciplined asset allocation, open-architecture product access, and simplified risk management. Through a relationship-led model, the company focuses on providing clarity, foresight, and continuity across generations.
Role Description This is a full-time, on-site Wealth Manager role based in Ahmedabad. The Wealth Manager will manage and grow client relationships with HNI and UHNI clients by understanding their financial goals, risk profiles, and liquidity needs. Daily responsibilities include developing comprehensive financial plans, constructing and monitoring investment portfolios, and recommending suitable wealth solutions across asset classes, insurance, and lending products. The role involves regular portfolio reviews, performance reporting, and proactive communication to ensure client satisfaction and adherence to risk and compliance standards. The Wealth Manager will collaborate with internal product, research, and operations teams to deliver integrated, high-quality advisory services and support business development through referrals and new client acquisition.
Qualifications
Candidates should possess strong skills in Financial Planning and holistic wealth advisory.
Candidates should possess proven abilities in Investment Management and Investments, including portfolio construction and monitoring.
Candidates should possess solid knowledge of core Finance concepts and capital markets.
Candidates should possess understanding of Insurance solutions as part of comprehensive risk and estate planning.
Relevant academic background in Finance, Economics, Business, or related fields; professional certifications such as CFP, CFA, NISM or equivalent are an advantage.
Demonstrated experience in wealth management, private banking, or investment advisory, preferably with HNI/UHNI clients.
Excellent communication, relationship management, and negotiation skills, with a client-centric approach.
Strong analytical, quantitative, and decision-making skills, with adherence to regulatory and compliance requirements.

Work arrangement
No