About Equentis
At Equentis, we are redefining the way India approaches wealth creation and financial
growth. What started as a research-driven wealth advisory firm has evolved into a
comprehensive wealth management organization, helping clients achieve their
financial aspirations through personalized investment strategies and expert guidance.
Over the years, we have expanded our expertise into advanced investment solutions
including Alternative Investment Funds (AIFs), Portfolio Management Services
(PMS), Mutual Funds, Equities, Bonds, Insurance, and structured investment
solutions enabling us to deliver holistic wealth solutions under one ecosystem.
With a solid and growing team of 500+ professionals across Mumbai, Delhi,
Bangalore, and Pune, we are entering an exciting phase of rapid expansion and are
looking for passionate individuals who want to build a rewarding career in the world of
finance.
4.0 Rating on Glassdoor – Recognized by employees for a positive work
environment, growth opportunities, learning culture, and an exciting entrepreneurial
ecosystem.
4.6+ Customer Rating – Trusted by clients for delivering quality financial guidance,
personalized solutions, and building long-term wealth relationships.
At Equentis, you don’t just build a career you build relationships, create impact, and
become a part of India’s evolving wealth management journey.
Role: Relationship Wealth Manager
Your Opportunity
As a Relationship Wealth Manager, you will play a key role in helping clients achieve
their financial goals while building meaningful, long-term relationships.
You will own the complete client journey from understanding their financial needs to
providing customized investment solutions and ensuring a seamless wealth
management experience.
Key Responsibilities
Build and nurture long-term relationships with HNI/UHNI clients and become their
trusted wealth partner.
Understand client financial goals and provide personalized investment strategies.
Manage the complete