Wealth Manager – Mutual Funds

Wealth Manager / Wealth Advisor – Mutual Funds Chandigarh (On-Site) DR. Shares & Stock Brokers ₹50,000/month (Negotiable) About the Role We are hiring a Wealth Manager to manage and advise clients in the mutual funds segment in our wealth management company. This role focuses on investment advisory, portfolio management, and client relationship development .

This position is suited for professionals from Banking, AMC backgrounds looking to focus on client advisory and relationship management within a structured, process-driven environment . Key Responsibilities Advise clients on mutual funds, SIPs, and asset allocation Conduct portfolio reviews and recommend rebalancing strategies Support clients with goal-based investment planning Communicate with clients through calls and virtual meetings Maintain long-term client relationships and ensure service quality Eligibility Criteria 2–4 years of experience in mutual funds, wealth management, or financial services Background in Asset Management Companies (AMCs), banking, or wealth management firms Experience in client advisory or relationship management roles Skills Required Strong communication skills in English (spoken and written) Good understanding of financial products and markets Ability to understand client requirements and provide suitable guidance Professional approach to client handling Work Environment Office-based role Structured and professional setup Role emphasizes advisory and client relationship management Focus on long-term client engagement and stability Work Timings Monday to Friday: 8:50 AM – 5:30 PM Saturday: 10:00 AM – 5:00 PM (4th Saturday Off) How to Apply Apply via LinkedIn or email your resume to: 70823 77726 #ChandigarhJobs #TricityJobs #ChandigarhHiring#WealthManager #WealthAdvisor #MutualFunds #AMCJobs #BankingJobs #PrivateBanking#WealthManagement #FinancialServices#ClientAdvisory #HNIClients #CareerOpportunity#HiringNow #FinanceJobsIndia