Wealth Manager/ Relationship Manager/ Private Bankier

Job Description

Key Attributes:

• Financial Planning: Concept and application
• Knowledge of basic Financial Concepts (Goal oriented investing, Asset Allocation, Investment approaches, etc.)
• Knowledge of Investment products across all financial asset classes (Equities, Equity Derivatives, Mutual Funds across all categories, Fixed Income Instruments, Insurance, etc.)
• Knowledge of Capital Markets
• Having relevant certifications (NCFM, etc. ) and sector specific qualifications (CFP, etc.) are a big plus.
• Clear focus on the client – prioritizes client needs over everything else
• Attention to detail – should be able to manage all operations related activities
• Excellent MS Office (XL, Power Point ) skills
• Long-term commitment to clients and wealth management
• Entrepreneurial bent of mind
• While Sales capabilities and Ability to transition/acquire new clients will appreciated and recognized, this is not critical
• At least 1 – 3 years of direct experience in this space
• Internship + full-time opportunities are possible
• Request Bangalore based candidates to mail their profiles to info@finfirst.in


FinFirst is committed to providing best in class Wealth Management to its clients. The focus of the WM business at FinFirst is to provide 'truly' right wealth solutions to the clients (no aggressive target oriented selling) and indeed protect them from making potentially risky investment products. We look forward to hearing from people who are passionate AND knowledgeable about Wealth Management and share similar beliefs about Wealth Management.

Skills Required

Key Attributes:

• Financial Planning: Concept and application
• Knowledge of basic Financial Concepts (Goal oriented investing, Asset Allocation, Investment approaches, etc.)
• Knowledge of Investment products across all financial asset classes (Equities, Equity Derivatives, Mutual Funds across all categories, Fixed Income Instruments, Insurance, etc.)
• Knowledge of Capital Markets
• Having relevant certifications (NCFM, etc. ) and sector specific qualifications (CFP, etc.) are a big plus.
• Clear focus on the client – prioritizes client needs over everything else
• Attention to detail – should be able to manage all operations related activities
• Excellent MS Office (XL, Power Point ) skills
• Long-term commitment to clients and wealth management
• Entrepreneurial bent of mind
• While Sales capabilities and Ability to transition/acquire new clients will appreciated and recognized, this is not critical
• At least 1 – 3 years of direct experience in this space
• Internship + full-time opportunities are possible
• Request Bangalore based candidates to mail their profiles to info@finfirst.in


FinFirst is committed to providing best in class Wealth Management to its clients. The focus of the WM business at FinFirst is to provide 'truly' right wealth solutions to the clients (no aggressive target oriented selling) and indeed protect them from making potentially risky investment products. We look forward to hearing from people who are passionate AND knowledgeable about Wealth Management and share similar beliefs about Wealth Management.

Contact Information