Portfolio Advisory – Manager – 3+ years- Bangalore

Location: Bengaluru
Discipline: Wealth Management
Job type: Permanent
Contact name: Komal Virk

Contact email: komal.virk@crescendogroup.in
Job ref: 41868
Published: 8 days ago

Portfolio Advisory – Manager – 3+ years

Location: Bangalore (Hybrid)

Summary

Join a leading SEBI-registered wealth management firm that prides itself on managing clients’ finances with the utmost care and professionalism. With nearly two decades of excellence, the organization is committed to transforming lives through ethical practices, innovative strategies, and strong client relationships.

About the Employer

This award-winning organization empowers individuals and families to achieve their financial goals. Equipped with cutting-edge proprietary tools, they serve a diverse clientele, from high-net-worth individuals to those just beginning their financial journeys. Their focus is on growth, ethics, and delivering value to clients.

Key Responsibilities

  1. Create and manage customized investment portfolios that align with clients' financial goals.
  2. Provide timely, sound financial advice to maximize client benefits.
  3. Actively engage with client’s post-sale and ensure consistent outreach.
  4. Drive revenue by aligning appropriate financial instruments with clients’ needs.
  5. Acquire new clients through referrals and innovative marketing initiatives.
  6. Represent the organization at public and corporate events.

Requirements

  1. Postgraduate qualification in any discipline or Certified Financial Planner (CFPCM).
  2. Certifications in NISM X-A and X-B are mandatory.
  3. Minimum 3 years of industry experience, preferably as a Wealth Advisor or Wealth Manager.
  4. Exceptional communication and interpersonal skills, with the ability to explain complex concepts simply.
  5. Strong networking, research, and analytical abilities.
  6. Entrepreneurial mindset with a determination to meet reasonable targets.
  7. Demonstrated ability to establish high-quality relationships with clients.

What’s in it for you?

  • Growth and learning opportunities by working with top financial advisors in the industry.
  • Flexible work hours and a hybrid work model.
  • A people-focused, ethical work culture with excellent growth prospects.
  • Competitive remuneration with a robust incentive structure.
  • High-impact role in a rapidly growing organization.

Reach us: If you think this role is aligned with your career, kindly write me an email along with your updated CV on radhika.agrawal@crescendogroup.in for a confidential discussion on the role.

Disclaimer: Crescendo Global is specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.

Keywords: Portfolio Manager, Wealth Advisor, Wealth Manager, Financial Planning, Certified Financial Planner, CFPCM, NISM, Client Engagement, Bangalore, Relationship Management, Financial Advisory, Crescendo, Crescendo Global