We are hiring– Senior Manager Wealth Management (Advisory)About GuardianGuardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.Why work at Guardian? (5 reasons)We believe our people are our greatest assets.We are ONLY looking to hire individuals that have integrity, passion and are looking to be the best.The company is small and is in it’s growth phase, which means there are plenty of growth opportunities for the right individuals. We also provide ESOPs.We believe a person’s time is the most valuable resource they have, since most of our time is spent at work we believe it needs to be a fun and exciting place to be. We make sure our team members find each and every role meaningful and fulfilling.We want to make the greatest difference in the quality of life for the families that have trusted us with their savings.What is the role?Senior Manager - Wealth Management(Advisory): The following are the three pillars that steer senior manager's daily activities, playing a crucial role in our organizational success.Ideal Candidate: Candidates with Master’s degree in Business Administration (Finance, or related field), CFA or CFP pursuing or NISM Investment Advisory-A & B tests, ideal candidate should have 2 years of relevant experience.Responsibilities:Pillar 1: ResearchTrack the performance of invested funds.Attend fund manager calls to reconcile internal research with their opinions and understand the framework.Pillar 2 : Financial PlanningDevelop financial plans and deliver presentations to clients as needed.Collaborate with team leaders to gather data.Maintain and update client data, and revise plans annually or as needed in response to significant changes.Pillar 3 : Client ServiceObtain necessary documents and supplementary information from clients or team leaders during onboarding.Conduct purchase cost analyses upon request.Conduct regular meetings with clients and address their inquiries and resolve issues as needed.Daily Activities(est time allocation )Salary Range:Freshers: 8 to 10 lac pa ( excluding bonus)Relevant work experience: 10-12 lac pa ( excluding bonus)Mode of work: Work from office (5 days a week)Location: Jubilee Hills, HyderabadBond: Two yearsJoin Guardian Capital and build a rewarding career while helping clients achieve their financial goals!Interested Candidates can share their resume withFor more information, please visit our websites: , w , .You can also read about us at .Requirements