Position: Wealth Manager/Relationship Manager

Job Location: Kurla, Mumbai

Role Overview

We are looking for an experienced Wealth Manager to acquire and manage HNI, UHNI, and Family Office clients. The candidate should have solid knowledge of investment products and excellent relationship management skills.

Key Responsibilities

- Acquire and manage HNI, UHNI, and Family Office clients.
- Advise clients on investment products such as Mutual Funds, PMS, AIFs, Bonds, Fixed Income, Insurance, Structured Products, and Equity Investments.
- Build and maintain strong client relationships.
- Generate business through client acquisition, referrals, and networking.
- Understand client financial goals and provide suitable investment solutions.
- Coordinate with internal teams for portfolio and investment recommendations.
- Stay updated on market trends and investment opportunities.
- Ensure compliance with regulatory and company guidelines.





Requirements:
- Graduate in Finance, Business, Economics, or a related field.
- MBA, CFP, or NISM certification preferred.
- Experience in Wealth Management, Investment Advisory, or Financial Services.
- Strong exposure to HNI/UHNI and Family Office clients.
- Good understanding of financial markets and investment products.
- Basic knowledge of Forex markets.
- Excellent communication and relationship management skills.

Preferred Industry Background: Private Banks, Wealth Management Firms, NBFCs, Broking Firms, and Investment Advisory Companies.

Work Location: In-person

Interested candidates can share their updated CV at:

? [email protected] For queries, contact:

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📌 Wealth Manager/Relationship Manager (Mumbai)
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📍 Mumbai