Wealth Manager

Job Description: Wealth Manager – Global | Gurgaon

Position: Wealth Manager

Experience: Minimum 1 year

Location: Gurgaon

Application Link: https://renous.in/r/qab

We are looking for an experienced and client-focused Wealth Manager to join our Global Wealth Management team. The ideal candidate will have a strong understanding of financial planning, global investment products, and portfolio management, along with a pre-existing NRI/HNI client base. This role requires a consultative approach to managing wealth, with the ability to build lasting relationships and deliver personalised advisory solutions.

• Manage and grow a portfolio of NRI/HNI clients with a focus on global wealth solutions.
• Develop customised financial plans aligned with clients’ long-term goals and risk appetite.
• Advise clients across asset classes including global equities, bonds, mutual funds, alternative investments, and structured products.
• Monitor market trends, investment performance, and portfolio allocations to ensure optimal returns.
• Maintain high levels of client engagement through periodic portfolio reviews and strategic investment recommendations.
• Achieve AUM growth targets while ensuring compliance with regulatory guidelines and internal policies.
• Collaborate with internal product, research, and operations teams for seamless client delivery.

• Certified Wealth/Financial Planning professional (CFP, NISM XA/XB, or equivalent).
• Must have a pre-existing NRI/HNI client book with strong relationship-management capabilities.
• Proven experience in portfolio management, financial planning, and investment advisory.
• Strong understanding of global financial markets, wealth products, taxation aspects, and cross-border investment strategies.
• Excellent communication, analytical, and interpersonal skills.
• Ability to meet targets while maintaining high service quality.

• Opportunity to work with a global wealth platform serving clients across multiple markets.
• Performance-driven culture with attractive incentives.
• Access to premium research, global product suites, and advanced wealth-tech tools.
• Fast-track growth for high-performing advisors.