Wealth Manager

Location: Mumbai.

Job Summary:

We are hiring an experienced Wealth Manager to handle HNI and UHNI clients within the affluent wealth segment.

The role focuses on managing a strong client book, growing AUM, and delivering customized investment solutions across multiple asset classes.

Candidates from established wealth channels with a portable book are preferred.

Job Description:

- Manage and acquire HNI and UHNI clients and secure mandates to manage their wealth.

- Build and manage customized investment portfolios aligned with client financial goals.

- Drive overall AUM growth and revenue through investment solutions such as Mutual Funds, PMS, AIFs, Bonds, FDs, unlisted shares, broking products, and related services.

- Strengthen long-term client relationships through regular engagement and advisory support.

Key Requirements:

- Experience in handling HNI and UHNI clients.

- Minimum portable book size of - 20 Cr.

- Candidates must be from Wealth Channel backgrounds.

Preferred role titles include:

- Privi RM.

- Burgundy RM.

- Wealth Manager.

- Imperia RM.

- Preferred RM.

Qualifications & Experience:

- Graduate preferred; MBA or equivalent qualification is an added advantage.

- Minimum 2+ years of experience in Wealth Management, BFSI, or Broking Sales.

- Strong relationship management and communication skills.

- Strong inclination towards sales and client advisory.