Wealth Manager

Tradebulls Securities (P) Limited is one of Indias fastest-growing broking firms, serving over 200,000 clients with the support of more than 2,000 business partners and 1,000 employees. The company offers a comprehensive range of financial services, including Equity Market, Derivatives, and Mutual Funds. As a SEBI-registered stockbroker and research analyst, Tradebulls is committed to transparency and regulatory compliance. With a strong emphasis on growth and client satisfaction, the company is a trusted name in the securities market in India.

This is a full-time, on-site Wealth Manager role based in Ahmedabad. The Wealth Manager will be responsible for building and maintaining strong relationships with clients by understanding their financial needs and providing personalized investment solutions. Daily tasks include financial planning, managing investment portfolios, offering advisory services, and promoting financial products like mutual funds, derivatives, and insurance. The role involves close collaboration with clients to achieve their financial goals.

• Expertise in Financial Planning, Investment Management, and Investments
• Strong knowledge of Finance and Insurance concepts
• Excellent interpersonal and communication skills
• Keen analytical mindset with attention to financial details
• Ability to build and maintain client relationships based on trust and professionalism
• Previous experience in wealth management, financial advisory, or related fields is an advantage
• Bachelors degree in Finance, Economics, Business Administration, or a related discipline
• Relevant certifications, such as CFP (Certified Financial Planner) or NISM certification, are a plus