Wealth Manager – HNI/UHNI & Family Office
? Location: Kurla, Mumbai
? Work Mode: In-person
We are looking for a dynamic and client-focused Wealth Manager to manage and expand relationships with HNI, UHNI, and Family Office clients.
Key Responsibilities:
Acquire and manage HNI, UHNI, and Family Office clients.
Build B2B relationships with corporates, financial partners, and institutional networks.
Advise clients across:
Mutual Funds
PMS & AIFs
Bonds & Fixed Income
Insurance Products
Structured Products
Equity & Alternative Investments
Understand client goals and provide customized portfolio strategies.
Drive revenue through cross-selling and upselling.
Maintain long-term relationships with key clients and stakeholders.
Track market trends, investment opportunities, and economic developments.
Coordinate with investment and research teams.
Have a basic understanding of Forex and global investment markets.
Ensure compliance with regulatory and internal guidelines.
Required Skills & Qualifications:
Bachelor’s degree in Finance, Business, Economics,
or a related field.
MBA/CFP/NISM certifications preferred.
Experience in Wealth Management or Investment Advisory.
Strong B2B sales experience in investment products.
Experience handling HNI/UHNI/Family Office clients.
Good understanding of financial markets and wealth products.
Excellent communication, presentation, negotiation, and networking skills.
Solid relationship management and revenue-generation capabilities.
Preferred Candidate Profile:
Candidates from Private Banks, Wealth Management Firms, NBFCs, Broking Firms, or Investment Advisory companies are preferred.
An existing HNI/UHNI client network will be an added advantage.
? How to Apply
Interested candidates can share their latest updated CV at:
[email protected]
Contact:
? (phone hidden)
? (phone hidden)
If you are an experienced Wealth Manager with a strong HNI/UHNI network and investment-product sales background, we would be happy
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