Company Description CAREERBLOC is a talent and career solutions firm focused on connecting high-caliber professionals with leading opportunities in finance and investment management. The organization emphasizes long-term career growth, role clarity, and tailored pathways for professionals in specialized domains such as private wealth and advisory. CAREERBLOC partners with employers who value strong ethics, technical excellence, and client-centric service.

The firm supports candidates with guidance and market insights to help them make informed career decisions in competitive financial services environments.

Role Description The Wealth Manager – HNI/UHNI (CFA Level III Mandatory | Private Wealth | Investment Advisory) is a full-time, on-site role based in Mumbai. The role involves managing and growing a portfolio of high-net-worth and ultra-high-net-worth clients through tailored investment and wealth management solutions. Day-to-day responsibilities include assessing client financial goals, developing comprehensive wealth plans, recommending suitable investment products, and monitoring portfolio performance in line with risk and return objectives.

The Wealth

Manager will collaborate with research and product teams to identify opportunities, provide ongoing market updates and advisory support to clients, and ensure compliance with regulatory and internal risk frameworks. The role also requires regular client meetings,



detailed reporting, and maintaining strong, long-term relationships built on trust, transparency, and consistent service quality.

Qualifications

- Solid expertise in Financial Planning and Finance, with the ability to design comprehensive wealth and estate plans for HNI/UHNI clients.
- Demonstrated proficiency in Investment Management and Investments, including portfolio construction, asset allocation, and performance review.
- Working knowledge of Insurance solutions as part of holistic wealth and risk management strategies.
- CFA Level III completed (mandatory), with a solid understanding of capital markets, portfolio theory, and ethical standards.
- Experience in private wealth management, family office advisory, or investment advisory for HNI/UHNI clients.
- Excellent analytical, quantitative, and financial modeling skills, with strong attention to detail and risk awareness.
- Advanced communication and relationship-management skills, with the ability to explain complex concepts clearly to clients.
- Bachelor’s or master’s degree in finance, economics, business, or a related field; additional professional certifications in wealth management are an advantage.
- Proven ability to work in a fast-paced, on-site environment in Mumbai, collaborating across teams and meeting defined business and compliance objectives.

📌 Wealth Manager – HNI/UHNI (CFA Level III Mandatory | Private Wealth | Investment Advisory) (Mumbai)
🏢 CAREERBLOC ~
📍 Mumbai