Position: Relationship Manager / Senior Wealth Manager – Bangalore

About Us

Gostocks is a Chennai-based financial services firm with a growing presence in the wealth management industry. Our offerings include:
- Mutual Funds
- Direct Equity Investments
- Portfolio Management Services (PMS)

We are expanding our presence in Karnataka and are looking for an experienced wealth management professional with a robust network in the HNI/UHNI ecosystem.

Role Overview

We are seeking a professional with a minimum of 5 years of experience in wealth management, private banking, or financial advisory. The ideal candidate should have an established network of HNIs, UHNIs, Family Offices, Business Families, CXOs, Entrepreneurs, and Business Owners, with the ability to acquire and grow client assets.

Key Responsibilities
- Acquire and manage HNI, UHNI, Family Office, and Business Family relationships.
- Build and grow Assets Under Management (AUM).




- Develop relationships with family offices, business families, entrepreneurs, and key referral partners.
- Advise clients on Mutual Funds, Direct Equities, and PMS solutions.
- Deliver a superior wealth management experience while driving long-term client relationships.

Candidate Profile
- Minimum 5 years of relevant experience in wealth management, private banking, stock broking, or financial advisory.
- Proven track record of acquiring clients and building a substantial AUM.
- Strong network among HNIs, UHNIs, Family Offices, Business Families, CXOs, and Entrepreneurs in Bangalore.
- Excellent relationship management, business development, and communication skills.
- Self-driven with an entrepreneurial mindset.

Location: Bangalore

📌 Relationship Manager (Bengaluru)
🏢 Gostocks Investment Managers
📍 Bengaluru