Wealth Manager Jobs in Coimbatore BFSI

📋 Job Description

Jobzi is sourcing qualified candidates for Wealth Manager positions in Coimbatore's private BFSI sector. This is a full-time opportunity with a reputed Banking, Financial Services and Insurance employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.

📌 Key Responsibilities

• Build and manage wealth management relationships with HNI and UHNI clients
• Conduct comprehensive financial planning including risk profiling, goal setting, and asset allocation
• Recommend and execute investments across MF, PMS, AIFs, bonds, real estate, and structured products
• Monitor client portfolio performance and conduct regular review meetings
• Advise clients on tax optimization, estate planning, and trust structures
• Acquire new HNI clients through networking, referrals, and NRI community outreach
• Coordinate with product specialists, legal, and tax advisors for integrated wealth solutions

🎓 Qualifications and Requirements

• MBA in Finance, CFA, or CFPCM (Certified Financial Planner) certification
• 4 - 9 Years of wealth management or private banking experience
• NISM Series V-A certification and AMFI ARN registration mandatory
• Deep knowledge of investment products including PMS, AIF, and structured products
• Experience managing HNI portfolios with AUM of Rs.10 crore+ per client
• Strong interpersonal skills for HNI relationship management and trust-building
• Good knowledge of income tax, estate planning, and family wealth structuring
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

NISM Series Certifications, IIBF JAIIB/CAIIB, IRDAI Insurance License, CFA Level 1-3, FRM (Financial Risk Manager), CFP (Certified Financial Planner), ACCA, CA (Chartered Accountant), AMFI ARN Certification, NCFM modules