We are hiring Wealth Management & Private Wealth professionals for multiple opportunities with leading financial services organizations across India.
Roles include Wealth Manager, Relationship Manager, Investment Advisor, Equity Advisor and HNI/UHNI Relationship Manager.
Key responsibilities:
- Manage and grow HNI/UHNI client relationships
- Provide investment and portfolio advisory based on client needs
- Handle products such as Equity, Mutual Funds, PMS, AIF, Bonds and other investment solutions
- Acquire recent clients and deepen existing relationships
- Drive AUM, revenue and business growth
- Provide market insights and investment recommendations
- Ensure client servicing, KYC and regulatory compliance
Ideal candidates: 2–20 years of experience in Wealth Management, Private Wealth, Stock Broking, Capital Markets, Investment Advisory, Banking or related financial services.