Manager - Wealth management

AKCJ Ventures LLP

Connaught Place, Delhi
Permanent
Full-time

2 months ago

Required SkillsCFA level 2-3/ Certified Financial Planner Job DescriptionWealth & Investment Advisory

Develop customized financial plans aligned with clients' life goals, liquidity needs, and risk profiles
Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity
Support in asset allocation, portfolio rebalancing, and wealth performance reporting

Financial Planning & Cash Flow Management

Create and manage comprehensive plans covering:

o Retirement planning/ Education funding/ Lifestyle budgeting/ Liquidity events (business exits, inheritance)
Estate & Succession Planning

Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks
Advise clients on inter-generational transfer strategies, and asset titling

Family Governance & Advisory

Support clients in building family charters, investment committees, and governance protocols
Facilitate family meetings, strategy workshops, and philanthropic planning

Client Management & Reporting

Track and report portfolio performance, financial goal alignment, and compliance requirements
Interface with investment managers, tax advisors, and legal professionals as needed

Qualifications

Certified Financial Planner (CFP) credential is mandatory
5-10 years of experience in wealth management, private banking, or family office advisory
Exposure to working with UHNI clients, founders, or multi-family offices is highly preferred

Location: Connaught Place, Delhi
Commitment: Full-time
Work Days and Time: Monday to Friday from 9:30am-6pmApply Now : Send your resume to anjeet.khandelwal@akcjventures.com with Subject title clearly marked CFP

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