Wealth Manager
This investment counsellor role at Ambience HR LLP focuses on providing advisory support within the wealth management division. The incumbent will manage client portfolios, support relationship managers in deepening engagements, and provide expertise across a range of wealth products. The role requires a strong understanding of market trends, regulatory compliance, and performance tracking. Candidates are expected to possess relevant financial certifications such as AMFI and NISM.
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Experience
Experience not specified
Function
Finance
Work mode
Onsite, India
Company
Tier 3
What you will work on
This investment counsellor role at Ambience HR LLP focuses on providing advisory support within the wealth management division. The incumbent will manage client portfolios, support relationship managers in deepening engagements, and provide expertise across a range of wealth products. The role requires a strong understanding of market trends, regulatory compliance, and performance tracking. Candidates are expected to possess relevant financial certifications such as AMFI and NISM.
TAL's take
Role is at a third-party services firm with standard financial advisory duties and no clear product-led growth component.
The JD provides a highly structured breakdown of advisory, enablement, and administrative responsibilities specific to wealth management.
Must haves
- Investment and portfolio management experience
- Understanding of mutual funds, LAS, PMS, AIFs, and insurance
- Strong relationship management and client advisory skills
- Mandatory certifications including AMFI, NISM
- Experience partnering with RM teams to drive business outcomes
Tools and skills
About the company
Small HR services firm, not a product company.
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