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Manager – Financial Planning & Investment Advisory

💰 Salary: 18.0 - 28.0 LPA

Key Skills:
Wealth Management Financial Planning Investment Advisory Asset Allocation Team Leadership Mutual Funds PMS AIF Client Relationship Management

📍 Location: Bangalore

Industry: BFSI

Job Type: Full Time

Experience: from 6 years

Dilzer Consultants is looking for a dynamic Manager to serve as the Second-in-Command. You will drive business strategy, lead investment advisory teams, and manage high-value client relationships for a national award-winning firm.

Roles & Responsibilities:
  • Act as the Second-in-Command (2IC) to leadership in decision-making and business strategy execution.
  • Lead and mentor a team of financial advisors and relationship managers to meet revenue targets.
  • Oversee high-value client relationships and provide expert investment advisory.
  • Drive AUM growth and identify new business opportunities in wealth management.
  • Coordinate between sales, advisory, operations, and compliance teams.
Requirements:
  • Educational Qualification: MBA (Finance), CFP, CFA, or CA.
  • 6 to 8 years of experience in wealth management and investment advisory.
  • Proven leadership skills with experience in managing multi-functional teams.
  • Deep expertise in mutual funds, insurance, equity, PMS, and AIF.
  • Ability to acquire and manage HNI and UHNWI clients.
Perks & Benefits:
  • Opportunity to play a pivotal role as Second-in-Command in a reputable firm.
  • Exposure to diverse investment products and high-net-worth clients.
  • Competitive salary package with performance-based incentives.
  • Professional growth and career advancement opportunities.

Company Name: Dilzer Consultants

Website: dilzer.net

👤 Contact Person: HR Team

📩 Email for Applications: [email protected]

PIN Code: 560001

Posted:

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