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Wealth Manager

A wealth manager advises clients on investment strategies, financial planning, and asset management to grow and protect wealth. Leading organisations include UBS, Morgan Stanley, HDFC Bank, and ICICI Wealth, with professionals guiding high-net-worth individuals. Career progression can lead to roles such as Senior Advisor, Portfolio Head, and Private Wealth Director.

Skills you need

We're still mapping the skill profile for this career. The screener will still score you against it.

Qualifications and what to study

Subjects to focus on

MathematicsEconomicsAccountancy

Qualifications that count

BBA Finance
B.Com
CFP Certification

How to apply for this career

1
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2
Complete your profile
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3
Close the qualification gap
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4
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