Senior Manager – Wealth Management (Advisory) Company: Guardian Capital Investment Advisors Location: Jubilee Hills, Hyderabad Work Mode: Work from Office – 5 days a week Salary: ₹10–12 LPA (excluding bonus) Experience: Minimum 2 years of relevant experience About Guardian Capital Guardian Capital is an elite wealth and asset management firm offering a wide range of services, including wealth management, financial planning, and taxation, customised to meet each client's individual needs. Guardian Capital has been recognised by CNBC-TV18 as the “Best Investment Advisory Firm Across India.” Why Work at Guardian? • We believe our people are our greatest assets. • We hire individuals who demonstrate integrity, passion, and a commitment to excellence. • As a growing organisation, we offer opportunities for career growth and ESOPs. • We strive to create a fun, exciting, and fulfilling workplace where every role is meaningful. • We aim to make a meaningful difference in the financial well-being of the families who trust us with their savings. Role Overview We are looking for a Senior Manager – Wealth Management (Advisory) to join our team. The ideal candidate will have a strong interest in investment research, financial planning, and client servicing, with the ability to analyse investment performance and develop customised financial solutions. Key Responsibilities • Research and Investment Analysis • Track and monitor the performance of invested funds. • Attend fund manager calls to understand investment frameworks and reconcile internal research with fund managers' views. • Financial Planning • Develop financial plans and deliver presentations to clients as required. • Collaborate with team leaders to gather relevant client and financial information. • Maintain and update client data and revise financial plans annually or whenever significant changes arise. • Client Service • Obtain necessary documents and supplementary information from clients or team leaders during onboarding. • Conduct purchase cost analyses as required. • Conduct regular client meetings, address queries, and resolve client issues effectively. Eligibility Criteria • MBA or Master's degree in Finance or a related field. • Minimum 2 years of relevant experience. • Candidates pursuing CFA or CFP, or meeting the NISM Investment Adviser Level 1 and Level 2 examination requirements (Series X-A and X-B), as specified for the role. Employment Terms • Compensation: ₹10–12 LPA, excluding bonus. (depending on the background & experience) • Work Schedule: 5 days a week, working from the office. • Location: Jubilee Hills, Hyderabad. • Bond Period: 2 years. For more information, visit: www.gcia.in Read more about Guardian Capital: https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals.