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Wealth Managers
Fidvia is partnering with a rapidly growing, technology-driven wealth management firm founded by experienced industry leaders. We are seeking accomplished Wealth Managers with 5–15 years of experience who have a strong track record of managing and acquiring High-Net-Worth Individual (HNI) and affluent client relationships.
This role offers an excellent opportunity to join a high-growth organization, build a substantial client portfolio, deliver tailored wealth management solutions, and advance into future leadership positions.
Key Responsibilities
Acquire, manage, and deepen relationships with HNI and affluent clients.
Understand client financial goals and provide customized wealth management solutions.
Develop and implement portfolio strategies across investment and wealth products.
Drive Assets Under Management (AUM) growth through effective client engagement and advisory services.
Maintain the highest standards of ethics, compliance, and client-centric advisory practices.
Collaborate with internal research and product teams to deliver comprehensive wealth solutions.
Desired Profile
5–15 years of experience in Wealth Management, Private Banking, Financial Advisory, or related financial services.
Demonstrated success in HNI client acquisition, relationship management, and revenue generation.
Strong understanding of investment products, financial markets, portfolio construction, and wealth planning.
Excellent communication, relationship-building, and business development skills.
MBA or equivalent qualification preferred.
Why Join?
Opportunity to be part of a fast-growing and innovative wealth management platform.
Competitive compensation structure with attractive performance-linked incentives.
Access to strong research capabilities, advanced digital tools, and product support.
Clear career progression with opportunities to take on leadership responsibilities as the organization scales.
Entrepreneurial work environment focused on long-term client value creation.
Location: Multiple Locations (Coimbatore/Chennai
Experience: 5–15 Years
Industry: Wealth Management / Private Banking / Financial Services
If you are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management, we would love to connect with you
Work arrangement
No
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