Manager / Sr. Manager - Wealth Management

Know the Company

CoinSwitch breaks down the complexities in Crypto, empowering the everyday Indian to make informed investment decisions on a simple and trusted platform. When we started up, Crypto was a field reserved for specialists. Today, over 19 million users trust CoinSwitch to learn, purchase and invest in Crypto. That makes us Indias largest crypto app.

On CoinSwitch, users can invest in Crypto with a few simple taps, either as a one-time purchase or in regular intervals through an SIP. But simplicity is not a substitute for informed decisions. A CoinSwitch user spends 27 minutes on our appto learn about Crypto and Web3 through our educational content and understand the market sentiments through CRE8, the Crypto Rupee Index.

But we are just getting started. CoinSwitch not only plans to double down on making Crypto accessible to everyone but is on track to become the one-stop wealth-tech destination for every Indian.

For more information about CoinSwitch, find additional resources here: https://linktr.ee/coinswitchcareers

CoinSwitch Alpha, part of CoinSwitch, is Indias premier platform for HNIs, UHNIs, family offices, and institutions to explore and grow in the world of digital assets. Backed by Peak XV, Paradigm, Tiger Global, a16z, and Coinbase Ventures, and valued at $1.9 billion, we deliver curated strategies, deep research, and global access to opportunities across the evolving asset class. With UHNIs, family offices, and institutions increasingly looking to diversify portfolios, crypto is fast emerging as a credible avenue to generate alpha. Our mission is to empower Indias elite investors to stay ahead of the curve and capture the future of wealth creation.

About the Role

We are seeking a well connected, resourceful, and client-obsessed Wealth Managers and Senior Wealth Managers to build and manage relationships with HNIs, UHNIs, family offices, and institutions at CoinSwitch Alpha. This role requires deep financial acumen, an intuitive understanding of investor needs, and the ability to curate personalized digital asset strategies with discretion and excellence - Crypto knowledge is important but not necessary.

What You Will Do

• Build and manage an exclusive portfolio of HNI, UHNI, family office, and institutional clients, serving as their trusted advisor in digital assets.
• Understand client objectives and design customized investment strategies across crypto and digital assets.

• Leverage CoinSwitch Alphas research, strategies to deliver differentiated opportunities.
• Build impactful relationships with ecosystem partners and institutions to expand client opportunities.
• Work closely with research, strategy, and partnerships teams to deliver seamless client outcomes.
• Drive client satisfaction, portfolio growth, and ensure long-term relationship value.

What You Should Have

• 812 years of experience in wealth management, private banking, or investment advisory.
• Strong knowledge of financial markets, portfolio management, and emerging asset classes.
• Proven track record in managing and growing HNI, UHNI, and institutional relationships.

Life at Coinswitch

Heres how we do things at CoinSwitch:

• Customer-first: Thats the North Star. Everything we do is to make our users investment experience better and simplified.
• Ownership: We dont sport lab coats, but we experimenta lot. And we take ownership. We even have a catchphrase for this: Think big, fail fast, and build better.
• Data-driven: The source of truth. Simple as that.
• Fun: PS5, anyone Or do you prefer Foosball Or perhaps Carrom And yes, our HR team has a whole list of activities: Disco nights, offsites, gift boxes, and more!

Speaking of lists, the perks and benefits are so extensive, this space isnt enough. Here are a few:

• Parenthood: Up to 8 months of Maternity leave and 1 month of Paternity leave
• Gender Reassignment Surgery: Be the best version of you! Well support you and reimburse your medical bill.

Disclaimer: We are an equal opportunity employer committed to building a respectful and empowering work environment for all people to freely express themselves amongst colleagues who embrace diversity in all respects. Including fresh voices and unique points of view in all aspects of our business not only creates an environment where we can all grow and thrive but also increases our potential to produce work that better representsand resonates withthe world around us.