Career as Wealth Manager
Wealth Managers are experts who advise on wealth management (on shore and off shore), wealth preservation, wealth growth and wealth transfer. Wealth managers manage the financial assets of wealthy clients through careful planning. They combine expertise in financial planning and specialized financial services such as investment management, legal and tax advice, estate planning and personal retail banking.
- About Wealth Manager :
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Job Profile
- Provide wealth management services in a consultative manner
- May be solo practitioners with a network of independent practitioners or a part of a wealth management firm with a team of experts
- They provide guidance in issues related to tax and insurance planning, strategic investing, retirement and estate planning to high net worth clients
- Customize the range of services available to meet the specific needs of the client
- Meet clients regularly to review goals, re-balance the financial portfolio, consider additional services
- Ensure the client's wealth base in secure and increased keeping in mind the client's comfort level for risk taking
- Do estate planning and tax planning around the investment
- Counsel client for philanthropic allocation and oversee the governance and routine administrative matters of large families
- Provide help to a client in tasks such as preparing their investment portfolio suitable for their present and future financial needs
- Provide guidance for asset allocation for a complete portfolio and select individual instruments
Employment Opportunities
- Financial Institutions
- Asset Management Companies
- Banks
- High net worth clients
- Investment Agencies
- Fund Management firms
- Consultancies
Recruiting Companies
Bajaj Capital Ltd. 
ICICI Prudential Asset Management 
Reliance Capital Asset Management - Birla Sun Life Asset Management
- Indusind Bank, Bangalore
- Karvy Stock Broking Ltd, New Delhi
- SBI Funds Management
- Tata Asset Management Firms
- UTI Asset Management
How do I get there?
* Graduate degree in finance, accounting or other related fields
**Certified Financial Planner, Certified Financial Analyst, Chartered Wealth Manager, Chartered Accountant
*** 2 years of work experience in Banking, Financial Advisory or
Relationship Management.
**** Certification in Wealth Management is for those interested in
managing HNI & Ultra HNI Clients on investments, tax, real estate
providing skills to manage both onshore and offshore wealth thus
making you a sought after professional.Eligibility: B.Com /
BNS / BBA / BBI/ BAF / BFM / M.Com
Graduates looking for a career in Finance/MBA / CA / CA Inter/ Professionals working in Banking & Financial Services Industry
American Academy of Financial Management
Financial Planning Standards Board India
Institute of Chartered Accountants of IndiaFeatured Institutes in India
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Content on this page is by Career Expert Mrs. Kum Kum Tandon MA (Psychology), M.Ed, Diploma in Educational Psychology, Vocational Guidance & Counseling (NCERT, Delhi) | View Complete Profile |