Key Responsibilities:

Client Acquisition & Relationship Management
- Acquire and retain UHNI clients with solid AUM potential.
- Build long-term relationships with UHNI clients, family offices, and business owners.
- Understand client goals and risk profiles to provide suitable investment solutions.

Portfolio & Investment Management
- Manage diversified portfolios across equity, debt, PMS, AIFs, mutual funds, bonds, and insurance.
- Provide research-backed investment advice and conduct periodic portfolio reviews.
- Recommend products aligned with risk, liquidity, and financial goals.

Business Development & Revenue Generation
- Drive revenue through new client acquisition and cross-selling.
- Develop strategies to expand the UHNI client base and market share.
- Generate bulk investment opportunities, structured deals, and referrals.
- Represent the organisation at client and industry events.

Client Servicing & Operations
- Ensure seamless client servicing and coordination with internal teams.




- Monitor portfolio performance, client activity, and revenue contribution.
- Prepare client reviews and portfolio performance reports.

Compliance & Risk Management
- Ensure compliance with regulatory and internal guidelines.
- Maintain accurate client documentation, suitability assessments, and recommendations.

Qualifications & Experience:
- Postgraduate in Finance, Business Administration, or related discipline; CFA / MBA preferred.
- 2-6 years of experience in wealth management / private banking, with a demonstrated track record of managing UHNI clients and large AUM ticket sizes.
- Sound understanding of investment products PMS, Mutual Funds, AIFs, Bonds, Insurance, and research-based advisory solutions.
- Strong existing relationships with UHNI/HNI clients and a proven ability to generate revenue.
- Excellent communication, presentation, and interpersonal skil

📌 Wealth Manager (Mumbai)
🏢 LKP Securities
📍 Mumbai