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Private Wealth Management / Personal Finance Advisor

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AquSag Technologies

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Location:
India , Noida

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Join our team as a Private Wealth Management / Personal Finance Advisor and offer your expertise to improve personalized wealth management at scale. You’ll work closely with one of the leading AI labs on a core capability, conducting focus sessions and providing async feedback to elevate the personal finance user experience. We are seeking top-tier professionals who place a premium on exceptional client service and communication.

Job Responsibility:

  • Deliver expert personal finance guidance to individuals with varying risk profiles and income levels
  • Work closely with researchers to provide asynchronous feedback and expertise that enhance advisory solutions at scale
  • Design and manage strategies for portfolio construction, expense management, and financial decision-making that align with individual client risk profiles and goals, including complex scenarios
  • Leverage extensive experience from leading private wealth management and personal finance practices to drive best-in-class outcomes
  • Demonstrate exemplary written and verbal communication in all client and team interactions
  • Maintain the utmost discretion, professionalism, and a client-first approach throughout all advisory engagements

Requirements:

  • 5+ years of hands-on experience and leadership in private wealth management or personal finance advisory at a leading financial institution (e.g., Schwab Private Client Services, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, Edward Jones, Fidelity Investments, Vanguard, and similar firms)
  • Proven track record designing and implementing investment personalized portfolios, expense management processes, and decision-making strategies tailored to client-specific risk profiles and income
  • Expertise in delivering high-touch client service to clients across varying levels of financial circumstance, from everyday retail to mass-affluent to HNW/UHNW. Experience will ideally include all forms of financial planning (retirement, mortgage, budgeting, investments) across different client segments
  • Strong analytical skills with the ability to synthesize complex financial data into actionable recommendations
  • Exceptional written and verbal communication skills, prioritizing clarity, empathy, and professionalism
  • Ability to thrive in a remote, collaborative, and fast-paced environment
  • Unwavering commitment to ethical standards and client confidentiality

Nice to have:

  • Experience leading advisory teams or high-impact client initiatives in a private wealth practice
  • CFA, CFP, CRPC, or other relevant professional certifications
  • Familiarity with digital tools

Additional Information:

Job Posted:
January 29, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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