Wealthy.in - Private Wealth Partner

Private Wealth Partner

- Acquiring and onboarding new clients on the wealthy platform

- Managing client portfolios and driving business goals

We are looking for confident professionals with :

- Preferably 10+ years of experience in team handing and selling financial products

- Experience in banks, securities or wealth management firms

- Entrepreneurial mindset with a strong client network

About Us:

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth management platform, added over 800+ products to it, and earned the trust of thousands of investors. In our latest round of funding, we have raised capital of USD 7 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.