Position: Wealth Manager / Senior Manager / Team Leader
Location: Mumbai/Delhi/Gurugram/Goa/Hyderabad/Chennai/Bangalore/Jaipur/ Indore
Experience Range: 2 to 8+ years
Budget: As per industry standards
Role Type: B2C (Business-to-Consumer)

About the Role
We are hiring Wealth Management professionals across multiple seniority levels for a B2C
Wealth Management role. The role involves managing HNI and Affluent clients by
delivering high-quality investment advisory, portfolio management, and financial planning
services. You would be working for Choice Wealth which is a part of Choice International Ltd, which is part of BSE 500.

Depending on experience, product expertise, revenue contribution, and leadership capability,
candidates will be placed from Executive to Senior Manager levels.

We are open to candidates who are:

 Team Leaders handling a small or mid-sized wealth team
Experience-Based Role Expectation

(Combined role for 2–3 & 3–5 years experience)
 Independently handle a portfolio of affluent/HNI clients.
 Conduct 360° financial assessments and prepare financial plans.




 Recommend products such as Mutual Funds, SIPs, Insurance, Bonds, FDs.
 Execute periodic portfolio reviews and suggest rebalancing.
 Achieve targets on new client acquisition and AUM growth.
 Cross-sell and upsell relevant financial products (MF, Insurance, Fixed Income).
 Coordinate internally with operations, research, and service teams.
 Ownership of P&L; for team.

Sr Wealth Manager (3–7 years)

 Manage a larger HNI portfolio with greater autonomy.
 Build advanced financial plans covering taxation, allocation, and long-term wealth
goals.
 Solid product expertise: Mutual Funds, PMS, Bonds, ULIPs; AIF exposure
preferred.
 Maintain consistent AUM growth and deepen client wallet share.
 Mentor junior advisors and support team development.
 Suitable for Senior IC roles or first-level Team Leader roles.
Senior Wealth Manager (7–8+ years)
 Handle UHNI and complex family portfolios.

📌 Private Wealth Manager (Mumbai)
🏢 Choice Wealth
📍 Mumbai