Login to
Please Verify Your Phone or Email
We have sent an OTP to your contact. Please enter it below to verify.
Don't have an account yet? Sign up
Already have an account? Login
Posted:3 weeks ago| Platform: 
On-site
Full Time
Company Description Unified Vision Wealth is a modern Wealth Management firm catering to the financial needs of HNI, UHNI, business families, and corporates. Our holistic and unbiased wealth offering is based on risk profiling, appropriate asset allocation, and diversification, supported by strong research. Unified Vision Wealth is backed by our parent company, Unified Vision Capital, a global bank headquartered in New Delhi. Role Description This is a full-time on-site role for a Wealth Manager located in Chennai. The Wealth Manager will be responsible for financial planning, investment management, managing investments, finance, and insurance for high-net-worth individuals, ultra-high-net-worth individuals, business families, and corporates on a day-to-day basis. Qualifications Financial Planning, Investment Management, and Finance skillsExperience in managing investments and insurance productsStrong analytical and problem-solving skillsExcellent communication and interpersonal abilitiesKnowledge of tax laws and regulationsAbility to work effectively in a team environmentRelevant certification such as CFP, CFA, or CPA is a plus
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Bangalore Rural
INR 4.0 - 9.0 Lacs P.A.
Chennai, Pune, Delhi NCR, Bengaluru, Gurgaon, Mumbai (All Areas)
INR 18.0 - 30.0 Lacs P.A.
Pune, Indore, Mumbai (All Areas)
INR 18.0 - 33.0 Lacs P.A.
Bengaluru
INR 5.0 - 12.0 Lacs P.A.
Chennai, Bengaluru
INR 9.0 - 18.0 Lacs P.A.
INR 1.75 - 4.5 Lacs P.A.
Pune, Bengaluru, Mumbai (All Areas)
INR 8.0 - 13.0 Lacs P.A.
Chennai, Mumbai, Chandigarh
INR 25.0 - 40.0 Lacs P.A.
Navi Mumbai, Thane, Mumbai (All Areas)
INR 3.0 - 8.0 Lacs P.A.
INR 5.0 - 7.0 Lacs P.A.
