Company Description Systematix Private Wealth is the private wealth management arm of the Systematix Group, an institution with over four decades of presence in India’s capital markets. Built on a legacy of trust, discretion, and institutional thinking, the firm focuses on disciplined, long-term stewardship of capital. Systematix Private Wealth serves professionals, business owners, wealth creators, family offices, and corporate treasuries seeking clarity and continuity rather than constant activity. Its philosophy emphasizes governance, risk alignment, and patient, perspective-led decision-making over short-term returns or market noise. Relationships are developed carefully, advice remains objective, and capital is managed to support stability and alignment across generations.

We offer
bespoke Private Wealth Advisory to those clients who are looking for Investment Banking led advisory for wealth creation, allocation and distribution towards specified goals. This requires a mindset and willingness to smell opportunities for us to address pointed solutions across the existing balance sheet of credible businesses and to promoters who are staring at large liquidity events Without having direct client advisory experience or existing AUM... DON'T waste your time and simply apply if you don't have clear understanding of the above paragraph Role Description The Partner – Wealth Management is a full-time, on-site role based in Mumbai, responsible for originating, advising, and managing client relationships across high-net-worth individuals, families, and institutions. This role involves providing structured financial and investment advice, creating and reviewing wealth plans, and aligning portfolios with client objectives, risk profiles, and long-term goals.



The Partner will collaborate with internal research and product teams to design solutions across asset classes, insurance, and estate-planning needs, and will ensure ongoing portfolio monitoring, performance reviews, and governance. Day-to-day responsibilities include client meetings, opportunity assessment, documentation oversight, compliance with regulatory standards, and coordination with operations for seamless execution and reporting. The role also includes business development, networking, and contribution to the firm’s strategic initiatives while upholding Systematix’s disciplined, objective advisory ethos. Qualifications Deep understanding of Capital Markets and Promoter client requirements mandatory
• Strong expertise in Financial Planning, including goal-based planning, retirement planning, and estate and succession considerations. This goes beyond distribution experience of traditional third party products
• Proficiency in Investment Management and Investments, covering asset allocation, portfolio construction, and understanding of multi-asset products.
• Solid foundation in Finance, with the ability to interpret financial statements, macroeconomic trends, and market dynamics.
• Proven experience in wealth management, private banking, or investment advisory, preferably serving HNI/UHNI clients or family offices.
• Excellent relationship management, communication, and negotiation skills, with a consultative and objective advisory style.
• Strong ethical standards, regulatory awareness (e.g., SEBI, RBI, IRDAI guidelines), and attention to documentation and compliance.
• Relevant academic background such as a degree in Finance, Economics, Business, or related fields; skilled certifications (e.g., CFP, CFA, CA, MBA in Finance) are an advantage.
• Ability to work independently, collaborate within a team, and maintain a long-term, disciplined approach to client and portfolio management

📌 Partner - Wealth management (Mumbai)
🏢 Systematix Private Wealth
📍 Mumbai