Wealth Manager/Senior Wealth Manager - Investment Products

Role: Wealth Manager / Senior Wealth Manager

Location: Major Metros

We are hiring Wealth Managers for an upcoming wealth management firm backed by a prominent financial services organisation. The role is ideal for professionals who bring an established HNI/UHNI client base, strong investment advisory experience, and the ability to build long-term, trust-led client relationships.

- The Wealth Manager will be responsible for acquiring, advising, and managing HNI/UHNI clients across investment products including PMS, AIFs, mutual funds, structured products, fixed income and other wealth solutions. The role requires a deep understanding of market dynamics, asset allocation, portfolio advisory, risk profiling, and client lifecycle management.

- We are looking for entrepreneurial professionals who can operate independently, build a strong book of clients, identify new opportunities, and deliver high-quality advisory with integrity and discretion. The ideal candidate should demonstrate strong relationship-building skills, commercial acumen, ethical conduct, and the maturity to engage with sophisticated investors.

Key Requirements:

- 5+ years of experience in wealth management, private banking, investment advisory, or HNI/UHNI relationship management.

- Established client base and proven track record of managing or growing AUM.

- Strong understanding of capital markets, PMS, AIFs, mutual funds, structured products, and asset allocation.

- Ability to navigate HNI/UHNI expectations with trust, confidentiality, and high service orientation.

- Entrepreneurial mindset, strong ethics, and ability to build a long-term advisory practice.