Weekday AI

Proactive software engineer recruitment via referrals

Wealth Relationship Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeHyderabad, Telangana, India₹600k - ₹1.1MIn-person

About the Job

Requirements

An MBA or bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
Five to eight years of experience in wealth management or financial advisory services.
A solid understanding of financial markets, portfolio management, and investment products.
Skill with financial analysis tools, portfolio management systems, customer relationship management platforms, and the Microsoft Office suite.
Ability to build and maintain relationships with high-net-worth clients.
Strong analytical and problem-solving capabilities.
Ability to explain complex financial concepts clearly to clients.
Ethical conduct and compliance with industry regulations and best practices.
Mandatory NISM V-A certification.

Responsibilities

Assist senior investment advisors and business heads in implementing investment strategies.
Establish and maintain client relationships by understanding clients’ financial objectives, risk tolerance, and investment preferences.
Conduct financial assessments to evaluate clients’ financial standing and identify growth opportunities.
Develop and implement customized financial plans aligned with client goals and risk profiles.
Recommend investment options, including equities, bonds, mutual funds, portfolio management services, alternative investment funds, and other instruments, based on market research.
Monitor and review client portfolios and adjust them to reflect market conditions or client needs.
Provide financial advice and proactive solutions to support clients’ long-term wealth growth.
Collaborate with tax, legal, and estate-planning specialists to provide holistic financial solutions.
Contribute to the organization’s financial objectives through financial planning and client engagement.
Track economic trends, market updates, and regulatory developments to provide timely financial guidance.

Desired Qualifications

Additional certifications such as CFP, PMS, or IRDA are highly desirable.

Wealth relationship manager

Weekday AI · Hyderabad, India · Full-time · Posted 2025-07-11

Salary: INR 600,000–1,100,000

Workplace: on_site

Department: Weekday's Client via platform

Description

This role is for one of the Weekday's clients

**Salary range: Rs 600000 - Rs 1100000 (ie INR 6-11 LPA)

**Min Experience: 5 years

Location: Hyderabad

JobType: full-time

We are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. This role involves developing personalized financial plans, managing investment portfolios, and offering expert advice across areas such as tax planning, insurance, and risk management. The ideal candidate will demonstrate financial expertise, build long-lasting client relationships, and contribute to the overall mission of delivering exceptional wealth management services.

Requirements

Key Objectives:

Assist senior investment advisors and business heads in implementing effective investment strategies.
Establish and maintain trusted relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
Conduct detailed financial assessments to evaluate current financial standing and identify growth opportunities.
Develop and implement customized financial plans aligned with client-specific goals and risk profiles.
Recommend appropriate investment options, including equities, bonds, mutual funds, PMS, AIFs, and other instruments based on in-depth market research.
Regularly monitor and review client portfolios, making necessary adjustments to reflect changes in market conditions or client needs.
Provide consistent financial advice and proactive solutions to support long-term wealth growth.
Collaborate with internal specialists (tax, legal, estate planning) to offer holistic financial solutions.
Contribute to the organization’s financial objectives through effective financial planning and client engagement.
Keep abreast of economic trends, market updates, and regulatory developments to offer timely and relevant financial guidance.

Qualifications & Experience:

MBA or Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.
5 to 8 years of experience in wealth management or financial advisory services.
Solid understanding of financial markets, portfolio management, and investment products.
Skilled in financial analysis tools, portfolio management systems, CRM platforms, and the MS Office suite.
Proven ability to build and maintain relationships with HNI clients.
Strong analytical and problem-solving capabilities with a performance-driven approach.
Exceptional communication skills to articulate complex financial concepts in a client-friendly manner.
Ethical, trustworthy, and compliant with industry regulations and best practices.
NISM V-A certification is mandatory.
Additional certifications like CFP, PMS, or IRDA are highly desirable.

Key Skills:

Wealth Management
Financial Planning
HNI Client Relationship
PMS & AIF Advisory
Mutual Funds & Investment Products
Portfolio Management
Risk Assessment
Client Servicing

Apply

Apply at Weekday AI

About the Company

Weekday AI

Proactive software engineer recruitment via referrals

Weekday.works helps companies hire software engineers through proactive outreach and peer-recommended candidates. Its platform automates tracking, pipeline management, and provides weekly updates, while it actively identifies engineers via peer networks, reaches out, shortlists, checks references, and schedules interviews. Differentiators include peer-backed vetting instead of traditional job boards, proactive outreach, and a passive-income reference feature that monetizes referrals. The goal is to reduce the time and effort of hiring by connecting companies with pre-vetted engineers who are open to new opportunities through a network-driven approach.

Company size: 201-500
Company stage: Seed
Total funding: $2.3M
Headquarters: Bengaluru, India
Founded: 2021

Recently Posted Jobs

Explore more opportunities at Weekday AI

See more jobs