💼 We’re Hiring: Wealth Manager / Senior Wealth Manager 📍 Location: Ghaziabad | Noida | Delhi 🏢 Company: Fisdom Private Wealth Are you a self-driven and client-focused wealth professional looking to elevate your career with a leading name in wealth management? Fisdom Private Wealth is expanding, and we’re looking for talented Wealth Managers / Senior Wealth Managers to join our elite team. 🔍 What We’re Looking For: • Currently managing an active AUM book (Assets Under Management) with proven client retention and acquisition experience • 4+ years of experience in wealth management, private banking, or financial advisory • Strong understanding of financial products: Mutual Funds, PMS, AIFs, Bonds, Insurance, Unlisted Equities. • Excellent relationship management and communication skills • Entrepreneurial mindset with a passion for delivering personalized investment solutions 🎯 Key Responsibilities: • Manage and grow a portfolio of HNI and UHNI clients • Build and maintain long-term client relationships with a focus on trust and performance • Offer holistic investment advice based on client objectives and risk profile • Achieve revenue and AUM growth targets • Stay updated with market trends and product innovations 🤝 What We Offer: • Access to a wide range of curated investment products and research support • Competitive compensation with performance-linked incentives • Entrepreneurial work environment with a high degree of autonomy • Backed by strong technology and operational support • Be part of one of India’s fastest-growing digital wealth management platforms ⸻ 📩 If you’re ready to make an impact and grow with a dynamic, client-first organization, we’d love to connect. 🔗 Send your resume to ritu.singh@fisdom.com #Hiring #WealthManager #PrivateWealth #FisdomPrivateWealth #FinanceJobs #DelhiJobs #NoidaJobs #GhaziabadJobs #WealthManagement #HNIClients Show more Show less

Company Description Fisdom Private Wealth, a venture of Fisdom, is India's leading wealth-tech company that provides high-net-worth individuals (HNIs) with reliable and robust technology platforms for their wealth management needs. Backed by dedicated and experienced wealth managers, Fisdom Private Wealth combines physical and digital services to bring top-tier solutions to mass affluent and high-net-worth clients. Role Description This is a full-time on-site role for a Wealth Manager based in Jodhpur, Udaipur ,Kota, Ajmer & Jaipur. The Wealth Manager will be responsible for creating financial plans, managing client investments, providing financial advice, and developing tailored wealth management strategies. Day-to-day tasks include client consultations, developing investment portfolios, monitoring financial markets, and ensuring clients achieve their financial goals. Qualifications Proficiency in Financial Planning and Investment Management Knowledge of Investments and Finance Experience in the Insurance sector Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently Show more Show less

Company Description Fisdom Private Wealth, a venture of Fisdom, India’s leading wealth-tech company, aims to provide HNIs with a reliable and robust technology platform for wealth management. The company follows a "Phygital" model to offer best-in-class services to mass affluent and high-net-worth individuals. Role Description This is a full-time on-site role in Mumbai for a Senior Wealth Manager at Fisdom Private Wealth. The Senior Wealth Manager will be responsible for financial planning, investment management, and overseeing client investments. Qualifications Prior experience working with high-net-worth individuals Financial Planning and Investment Management skills Knowledge of Investments, Finance, and Insurance Strong analytical and problem-solving skills Excellent communication and interpersonal abilities

Company Description Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company. It aims to provide high-net-worth individuals (HNIs) with a reliable and robust technology platform for their wealth management needs, supported by dedicated wealth managers. Combining physical and digital methods ("Phygital"), Fisdom Private Wealth delivers top-tier services to mass affluent and HNI clients. Role Description This is a full-time on-site role for a Wealth Manager located in Rajasthan, India. The Wealth Manager will be responsible for creating financial plans, managing client investments, and providing financial advice. The role includes assessing clients' financial goals, developing investment strategies, and offering insurance solutions. Daily tasks involve meeting with clients, monitoring financial markets, and ensuring that clients' portfolios align with their risk tolerance and objectives. Qualifications Financial Planning, Finance skills Investment Management, Investments skills Insurance knowledge and application Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in working with high-net-worth individuals is a plus Bachelor's degree in Finance, Economics, Business, or a related field