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.
Valuable understanding of financial markets and wealth products.
Excellent communication, presentation, negotiation, and networking skills.
Strong 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 to connect with you.
📌 Wealth Manager (Mumbai)
🏢 MYREM Relocation
📍 Mumbai