We’re Hiring: Wealth Manager – HNI/UHNI & Family Office

Location: Kurla, Mumbai
Employment Type: Full time
Industry: Wealth Management / Financial Services

We are looking for a dynamic, client-focused, and result-oriented Wealth Manager to join our team. The ideal candidate will be responsible for acquiring and managing HNI, UHNI, and Family Office clients, developing strategic B2B relationships, and providing customized wealth and investment solutions.

Key Responsibilities:
- Acquire, develop, and manage relationships with HNI, UHNI, and Family Office clients.
- Build and maintain strong B2B relationships with corporates, financial partners, intermediaries, and institutional networks.
- Understand clients’ financial objectives, risk profiles, and investment needs to provide customized wealth solutions.
- Advise clients across a range of investment products, including:
- Mutual Funds
- PMS & AIFs
- Bonds & Fixed Income Products
- Insurance Solutions
- Structured Products
- Equity & Alternative Investments
- Drive business growth through new client acquisition,



cross-selling, and upselling of investment and wealth products.
- Develop and maintain long-term relationships with key clients and stakeholders.
- Identify new business opportunities through networking, referrals, strategic partnerships, and market outreach.
- Monitor financial markets, economic developments, and emerging investment opportunities.
- Coordinate with internal investment, research, and product teams to develop suitable portfolio recommendations.
- Maintain a basic understanding of Forex markets and global investment opportunities.
- Ensure all client activities and recommendations comply with applicable regulatory requirements and internal policies.
- Achieve assigned business, revenue, AUM, and client acquisition targets.
Candidate Profile:

We are looking for candidates with:
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- MBA, CFP, NISM, or other relevant financi

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