Manager - HNI (Mumbai)

Manager - HNI (Mumbai)

06 Sep
|
Lemonn | Making Trading Easy and Accessible For India
|
Mumbai

06 Sep

Lemonn | Making Trading Easy and Accessible For India

Mumbai

About Lemonn
Lemonn is building a simple and trusted platform to make investing and wealth creation more accessible to every Indian. Our goal is to simplify the complexities of financial markets and empower users to make informed investment decisions.
We are focused on creating a seamless investing experience backed by technology, insights, and a robust customer-first approach. As we continue to grow, we are building innovative products and experiences to become a preferred wealth-tech destination for investor

About the Role
We are seeking well connected, resourceful, and client-obsessed Wealth Managers and Senior Wealth Managers to build and manage relationships with HNIs, UHNIs, family offices, and institutions at Lemonn. This role requires deep financial acumen, an intuitive understanding of investor needs, and the ability to curate personalized digital asset strategies with discretion and excellence - Crypto knowledge is important but not necessary.

What You Will Do
Build and manage an exclusive portfolio of HNI, UHNI, family office, and institutional clients,



serving as their trusted advisor in digital Equity.
Understand client objectives and design customized investment strategies across crypto and digital Equity.
Leverage Lemon's research, strategies to deliver differentiated opportunities.
Build impactful relationships with ecosystem partners and institutions to expand client opportunities.
Work closely with research, strategy, and partnerships teams to deliver seamless client outcomes.
Drive client satisfaction, portfolio growth, and ensure long-term relationship value.

What You Should Have
5–10 years of experience in wealth management, private banking, or investment advisory.
Strong knowledge of financial markets, portfolio management, and emerging asset classes.
Proven track record in managing and growing HNI, UHNI, and institutional relationships.

Life at Lemonn
We take great pride in what we do, and are committed to our mission. And we have a lot of

📌 Manager - HNI (Mumbai)
🏢 Lemonn | Making Trading Easy and Accessible For India
📍 Mumbai

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