? We're Hiring | Wealth Partner / Wealth Manager | Mumbai

Are you passionate about helping HNI & UHNI clients achieve their financial goals?

We are hiring experienced Wealth Partners / Wealth Managers to join a leading financial services organisation in Mumbai .

? Location: Mumbai

? Experience: 2–5 Years

? Industry: Wealth Management | Banking | Financial Advisory

? Employment Type: Full-Time

Key Responsibilities:

✔ Build and manage HNI/UHNI client relationships

✔ Acquire new clients and grow Assets Under Management (AUM)

✔ Provide investment advisory and wealth planning solutions

✔ Cross-sell third-party investment products including Mutual Funds, PMS, AIFs, Bonds, Insurance, and Structured Products

✔ Drive revenue growth through portfolio expansion and client engagement

Preferred Experience:

✅ 3–10+ years in Wealth Management / Private Banking / Investment Advisory





✅ Strong HNI/UHNI client acquisition and relationship management experience

✅ Proven AUM growth and revenue generation track record

✅ Experience in selling Mutual Funds, PMS, AIFs, Bonds, Insurance, and other investment products

✅ NISM/IRDA certifications will be an added advantage

? Interested candidates can share their updated resume or reach out directly:

Disha Gandhi

? +91 77108 44668

? d [email protected]

If you know someone who would be a outstanding fit for this opportunity, tag them in the comments or share this post with your network!

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📌 Wealth Partner (Mumbai)
🏢 HR PLACEMENT CONSULTANTS (HRPC)
📍 Mumbai