Senior Wealth Manager

About IIFL Capital Services Limited

IIFL Capital Services Limited is a comprehensive financial institution offering integrated Wealth Management, Investment Banking, and Institutional Equities services on a research-driven platform. With decades of trusted experience and innovation, the firm collaborates with HNI and UHNI families, entrepreneurs, and institutions to enhance wealth and support long-term legacy planning. Their offerings encompass portfolio management, alternative investments, structured strategies, lending, insurance, and succession planning, reinforced by a network of reliable partners across India and key global financial centers. The firm's approach focuses on long-term value creation, disciplined asset allocation, open architecture access, and streamlined risk management. Employing a relationship-driven model, IIFL Capital ensures clarity, foresight, and continuity across generations.

Role Overview

This full-time, on-site position based in the Eastern Region involves managing and expanding a portfolio of HNI and UHNI clients. The Senior Wealth Manager will provide end-to-end wealth management advisory, encompassing investment strategies, financial and risk management planning. Responsibilities include evaluating client objectives and risk profiles, crafting tailored portfolios, and recommending diverse products such as alternative investments, lending, and insurance. The role also requires conducting regular client reviews, proactively communicating market developments and client needs, collaborating with internal teams like research and investment banking to offer integrated solutions, maintaining compliance with regulations, and driving business growth targets.

Qualifications and Skills

• Proficiency in comprehensive financial planning and wealth advisory, emphasizing goal-oriented planning and succession strategies.
• Expertise in investment management, including asset allocation, portfolio design, and performance evaluation.
• Strong foundation in finance and capital markets with the capability to analyze research, macroeconomic trends, and product structures.
• Understanding of insurance and protection planning integrated into overall wealth management.
• Educational background in Finance, Economics, Business, or related disciplines; professional certifications like CFP, CFA, CA, or MBA are advantageous.
• Experience handling HNI/UHNI client portfolios with excellent communication, negotiation, and interpersonal skills.
• Ability to collaborate with diverse teams while maintaining strict adherence to regulatory and compliance requirements alongside high ethical standards.
• Analytical thinking, effective presentation, problem-solving capabilities, and familiarity with financial tools and CRM software.