Wealth Manager

Company Description Mirae Asset Sharekhan, founded in 1995, is a leading full-service financial services firm and one of the early pioneers of online trading in India. With a client base of over 3.1 million, 120+ branches, and 4,400+ business partners, the company focuses on guiding long-term wealth creation for a diverse clientele. It offers a comprehensive range of investment solutions, including mutual funds, stocks, IPOs, PMS, AIFs, ETFs, corporate deposits, futures & options, commodities, and bonds. Mirae Asset Sharekhan executes over 1.1 million trades daily and is a SEBI-registered stockbroker and AMFI-registered mutual fund distributor. Applicants can expect to join an established, compliance-focused organization with strong research capabilities and a wide distribution network.

Role Description This is a full-time, on-site Wealth Manager role based in Chennai. The Wealth Manager will work closely with clients to understand their financial goals, risk appetite, and time horizons, and will design tailored wealth management plans accordingly. Day-to-day responsibilities include advising on investments across asset classes, monitoring portfolio performance, rebalancing as needed, and providing periodic reviews and recommendations. The role also involves prospecting and onboarding new clients, deepening existing relationships, and coordinating with internal research, operations, and product teams to deliver holistic financial solutions. The Wealth Manager will be expected to stay updated on market trends, regulatory developments, and product offerings to provide informed, compliant guidance.

Qualifications

• Strong financial planning skills, including goal-based planning, retirement planning, and tax-aware strategies.
• Expertise in investment management and investments, with the ability to construct and manage diversified portfolios across multiple asset classes.
• Solid understanding of finance fundamentals, capital markets, and regulatory guidelines relevant to wealth management.
• Knowledge of insurance solutions and their integration into comprehensive financial plans.
• Bachelors degree or higher in Finance, Commerce, Economics, Business, or a related field; professional certifications such as CFP, CFA, NISM, or equivalent are an advantage.
• Proven experience in wealth management, investment advisory, or related client-facing financial roles.
• Strong relationship-building, communication, and presentation skills, with a client-centric and ethical approach.
• Ability to work with targets, use digital tools and trading platforms effectively, and maintain accurate documentation and compliance records.