Role: Wealth Manager / Senior Wealth Manager
Location: Major Metros
We are hiring Wealth Managers for an upcoming wealth management firm backed by a prominent financial services organisation. The role is ideal for professionals who bring an established HNI/UHNI client base, strong investment advisory experience, and the ability to build long-term, trust-led client relationships.
The Wealth Manager will be responsible for acquiring, advising, and managing HNI/UHNI clients across investment products including PMS, AIFs, mutual funds, structured products, fixed income and other wealth solutions. The role requires a deep understanding of market dynamics, asset allocation, portfolio advisory, risk profiling, and client lifecycle management.
We are looking for entrepreneurial professionals who can operate independently, build a strong book of clients, identify current opportunities,



and deliver high-quality advisory with integrity and discretion. The ideal candidate should demonstrate strong relationship-building skills, commercial acumen, ethical conduct, and the maturity to engage with sophisticated investors.
Key Requirements:
- 5+ years of experience in wealth management, private banking, investment advisory, or HNI/UHNI relationship management.
- Established client base and proven track record of managing or growing AUM.
- Strong understanding of capital markets, PMS, AIFs, mutual funds, structured products, and asset allocation.
- Ability to navigate HNI/UHNI expectations with trust, confidentiality, and high service orientation.
- Entrepreneurial mindset, strong ethics, and ability to build a long-term advisory practice.

📌 Senior wealth manager (Mumbai)
🏢 People Konnect
📍 Mumbai