Senior Manager - Sales - Wealth & Treasury Business

Sr Manager ( Sales)- Wealth and Treasury

Job Description:

Leading Wealth mgt and financial advisory firm requires Sr Manager (Sales)- Wealth & Treasury Business - Mumbai

One of our client a Multi-Family Office and Advisory firm, is a subsidiary of leading financial services and Wealth mgt firm a leading player in FX and Treasury management for over 20 years.

We provide tailored investment solutions to High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts. Our bespoke investment advisory services are crafted to meet the unique objectives of each client, offering a "state-of-the-art" approach. Our extensive industry network, collaborations, and credibility are the cornerstone of our success

PFB the JD and details:

Role Overview:

We seek a senior manager - Sales in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI's, family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms.

Key Responsibilities:

- Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.

- Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a - 5 Cr - 50 Cr ticket size range.

- Business Growth & Strategy: Expand the wealth management business with a long-term vision.

- Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning.

Qualifications & Experience:

- 7-12 years in wealth management , managing HNIs and family offices.

- Strong relationships with family offices, UHNIs.

- Expertise in wealth products, structured investments, and alternative asset classes.

- They should have their own AUM up to 50crs and a set of clients.

- Proven ability to raise capital and manage large portfolios.

- Entrepreneurial mindset with interest in running a venture with equity participation.

- Experience in building and leading teams.

- Willingness to travel for investor meetings and networking.

What We Offer:

- Competitive Fixed + Variable Pay plus ESOPs.

- Access to a premier network of UHNIs and family offices.

- Long-term opportunity to scale a multi-family office.

- Support of clients from the parent company and existing 100's of relationships.

- Coaching/Mentoring from Harvard educated coaches