Wealth Manager (Private Client) Jobs in Coimbatore Stock Broking Company

📋 Job Description

Jobzi is sourcing qualified candidates for Wealth Manager (Private Client) positions in Coimbatore's private Stock Broking Company sector. This is a full-time opportunity with a reputed Stock Broking and Capital Markets 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

• Design comprehensive wealth plans for HNI and ultra-HNI clients covering equity, debt, MF, and alternatives
• Conduct structured portfolio reviews and recommend rebalancing based on market and life-stage factors
• Advise clients on tax-efficient investment strategies and estate planning considerations
• Onboard new HNI clients through referrals, events, and personal networking
• Cross-sell structured products, PMS, AIF, and insurance to eligible clients
• Monitor client portfolio performance and benchmark against stated financial goals
• Coordinate with research, compliance, and product teams for advisory support

🎓 Qualifications and Requirements

• MBA Finance or post-graduate degree in Finance with minimum two years of HNI wealth advisory experience
• CFP (Certified Financial Planner) certification strongly preferred
• NISM Series X-A and X-B (Investment Adviser) certification for SEBI-registered advisory
• Strong understanding of asset allocation, financial planning, and goal-based wealth management
• Excellent relationship management and communication skills in English and Tamil
• Proven track record of managing and growing HNI client AUM portfolios
• Knowledge of PMS, AIF, structured products, and alternative investment categories
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

NISM Series VII (Securities Operations and Risk Management) for operations roles; NISM Series VIII (Equity Derivatives) for derivatives dealer and risk roles; NISM Series X-A and X-B (Investment Adviser) for advisory and relationship manager roles; NISM Series XV (Research Analyst) for equity research roles; NISM Series V-A (Mutual Fund Distributor) for cross-sell roles; NCFM (NSE Certified Financial Market) modules; SEBI KYC Registration Agency (KRA) compliance awareness; CFP (Certified Financial Planner) for wealth management roles