Wealth Manager

Empowering your financial future with expert wealth management.


A wealth manager is a financial professional who helps clients manage their wealth and investment portfolios. They typically work with high net worth individuals or families, providing personalised advice as well as right guidance on investment strategies, tax planning, retirement planning, estate planning along with other financial matters. The duties of a wealth manager may include developing a personalised investment strategy based on a client's risk tolerance and investment objectives, monitoring as well as adjusting a client's investment portfolio as market conditions change.

Wealth managers may work for large financial institutions such as banks and investment firms or work independently as consultants or advisors. Furthermore, they typically require a high level of education and training such as a degree in finance, economics or a related field as well as relevant certifications such as the Certified Financial Planner (CFP) designation.


For Bachelor’s

  • The scholars are required to fulfil the admission eligibility by securing a minimum of  a 50% grade in 10+2 examination from a recognised board.
  • The seekers can enrol in a bachelor's degree in the field of commerce, business administration, finance, technology, science, computer science or arts.

 For Masters

  • The successful graduates must pursue higher studies such as a Master's degree in the field of management including subjects of business administration, finance, IT and commerce. 

Job Roles

Wealth managers play an important role in assisting high-net-worth individuals and their families in managing their wealth as well as achieving their financial objectives. A wealth manager's primary responsibilities include the following:

  • Portfolio Manager
  • Relationship Manager
  • Senior Relationship Manager
  • Senior Manager
  • Business Development Manager
  • Financial Advisor
  • Financial Analyst 
  • Associate Wealth Manager  
  • Client Relationship Management
  • Investment Management

Top Recruiters

Wealth managers are in high demand by a range of financial institutions including banks, investment firms, asset management companies as well as insurance companies. Here are some of the top recruiters of wealth managers:

  • Goldman Sachs
  • Morgan Stanley
  • JPMorgan Chase & Co.
  • Bank of America
  • Wells Fargo
  • UBS
  • Credit Suisse
  • BlackRock
  • Fidelity Investments
  • Charles Schwab

Employment Sector

  • Banks
  • Investment firms
  • Insurance companies
  • Independent wealth management firms
  • Family offices
  • Consulting firms


A wealth manager's salary can vary depending on a variety of factors such as the size of the organisation, location, industry as well as years of experience.


Level of Salary

Salary Package per Year

Starting Salary

Approx ₹4,00,000

Mid Level Salary

Approx ₹10,00,000 

Senior Level Salary

Approx ₹18, 00,000 


  • Financial expertise
  • Analytical skills
  • Communication skills
  • Client service
  • Interpersonal skills


The career scope for wealth managers is expected to be positive in the coming years due to the growing demand for financial planning and investment advice among high net worth individuals and families. Here are some of the career opportunities available for wealth managers:

  • Relationship Manager
  • Investment Manager
  • Financial Planner
  • Wealth Management Consultant
  • Wealth Management Analyst
  • Team Leader

Wealth managers who possess strong technical and interpersonal skills as well as a commitment to providing exceptional client service are likely to achieve most success in their careers.


  • Customised Financial Planning
  • Investment Management Expertise
  • Tax and Estate Planning
  • Diversification
  • Objectivity
  • Convenience


  • Fees
  • Conflict of Interest
  • Limited Transparency
  • Limited Control
  • Market Volatility