Company Description
Atom Financial Services Group is a multidisciplinary wealth firm that works across the full spectrum of wealth creation, preservation, and legacy planning. The company combines expertise in wealth, capital, insurance, legacy, and investments to deliver an integrated view of each client’s financial life, avoiding siloes and blind spots. Atom positions itself as a thinking partner for clients at every stage of their journey, from early wealth creation to multi-generational planning. The organization focuses on providing precise, confidence-building solutions rather than just options, aiming to architect robust financial foundations that support enduring legacies and institutions.

Role Description
This is a full-time, on-site Private Wealth Manager role based in Mumbai. The Private Wealth Manager will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, providing holistic advice across financial planning, investment management, estate planning, insurance, and legacy strategies.



Daily responsibilities include assessing client goals and risk profiles, designing tailored wealth plans, monitoring portfolios, rebalancing investments, and coordinating with internal specialists across Atom’s disciplines. The role involves regular client meetings, preparation of detailed reports and recommendations, and proactive communication regarding market developments and their impact on clients’ holdings. The Private Wealth Manager will also support business development by identifying new opportunities within existing relationships and contributing to the acquisition of new clients, while maintaining strong compliance and ethical standards.

Qualifications
- Strong capabilities in Financial Planning and Estate Planning to design comprehensive, multi-generational wealth strategies.
- Expertise in Investment Management and Finance to construct, monitor, and optimize diversified portfolios aligned with client objectives.
- Professional credent

📌 Private Wealth Manager (Mumbai)
🏢 Atom Financial Services
📍 Mumbai