Qualification:

- MBA (Finance/Wealth Management) or equivalent preferred.

Notice Period: Immediate Joiners or = 30 Days Preferred.

Job Key Skills:

- Prior experience dealing with HNI/UHNI clients is essential.

- Exposure to multi-generational family dynamics and cross-border wealth planning is an advantage.

- Strong relationship management and interpersonal skills.

- Understanding of wealth management, investments, and family governance.

- Excellent communication, presentation, and negotiation skills.

- High emotional intelligence, discretion, and trustworthiness.

- Problem-solving mindset and client-first approach.

- Competitive salary with performance-based bonuses.

- Health, insurance, and lifestyle perks.

- Opportunity to work closely with ultra-high-net-worth families.

- Exposure to global wealth management and family office best practices.

Job Key Responsibilities:

- This role is responsible for onboarding new clients and managing relationships with high-net-worth families.





- Anticipate client needs and provide tailored solutions aligned with family goals and values.

- Collaborate with investment managers, finance, and legal teams to deliver integrated wealth solutions.

- Support families in decision-making around investments, estate planning, and governance.

- Facilitate family meetings, reviews, and strategic discussions.

- Ensure timely delivery of financial reports, investment updates, and performance reviews.

- Oversee client onboarding, documentation, and compliance processes.

- Monitor service quality and resolve client queries with speed and efficiency.

- Identify cross-selling opportunities for investment, philanthropic, and lifestyle services.

- Support the leadership team in growing client relationships and networks.

- Ensure adherence to governance frameworks, legal compliance, and ethical standards.

- Maintain strict confidentiality of family affairs, investments, and personal matters.

📌 Wealth Manager (Mumbai)
🏢 Eduplex Consultancy Services
📍 Mumbai