We are hiring a high-performing Wealth Manager with solid HNI acquisition capability in Pune.
This is NOT a pure servicing role. The candidate must have proven experience in independent client acquisition and fresh AUM mobilization.
Key Responsibilities
Independently acquire HNI / Ultra HNI clients
Drive fresh AUM mobilization through self-sourcing & referrals
Provide advisory across MF, PMS, AIF, Bonds & Direct Equity
Conduct goal-based planning & asset allocation
Maintain long-term advisory relationships
Ensure SEBI / AMFI compliance
Mandatory Criteria (Profiles without this may not be shortlisted)
5+ years in Private Wealth / Wealth Management
Proven AUM mobilization track record
Robust Pune HNI network
AMFI Certified
Compensation
Competitive fixed + high performance incentives
Leadership growth chance
📌 Senior Wealth Manager/ Consultant Maharashtra (India)
🏢 Alpha Capital
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.