Wealth / Investment Manager — Finance & Banking

Helps people and families grow and protect wealth.

What they do

Wealth managers advise high-net-worth and ultra-HNI clients on growing, protecting and passing on their wealth. They construct personalised investment portfolios across equities, mutual funds, bonds, real estate, insurance and alternative assets, while also handling estate planning, tax optimisation and succession planning. They serve as the client's single financial adviser across all asset classes.

Education path

Commerce → graduation + CFP/CFA/MBA.

Entrance exams

• CFA
• CFP
• CAT/XAT

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