Company Description

Blue Ocean Financial Services Pvt Ltd is a SEBI-registered investment advisory company specializing in holistic financial planning and wealth management. The firm operates in a fiduciary capacity, prioritizing client goals and long-term financial success over short-term market movements.

Blue Ocean supports clients in navigating external distractions, emotional biases, and market turbulence while building, maintaining, and distributing wealth across suitable investment categories. The organization has earned a robust reputation for providing apt financial advice combined with personalized, client-centered service. Team members join a culture focused on integrity, disciplined planning, and measurable outcomes for clients.

Role Description This is a full-time, on-site Private Wealth Manager (Client Acquisition) role based in Mumbai. The Private Wealth Manager will focus on acquiring and onboarding new high-net-worth and mass-affluent clients through networking, referrals, and relationship-building.

Day-to-day responsibilities include assessing client financial goals, conducting detailed financial and investment needs analyses, and presenting tailored wealth management solutions. The role involves constructing and reviewing financial plans, coordinating estate and tax considerations with appropriate professionals,



and monitoring client portfolios, conducting periodic reviews, identifying additional client requirements and generating further business opportunities through long-term client relationships.

The Private Wealth

Manager will also prepare reports, conduct review meetings, maintain regulatory-compliant documentation, and collaborate with the advisory team to deliver consistent, high-quality client service.

Qualifications

*Strong understanding of financial planning, goal-based advisory and investment management.

*NISM Series XA and XB certifications mandatory.

*CFP certification preferred.

*3–5 years of relevant experience in an approved BFSI/wealth management sales environment, with demonstrated client acquisition capabilities.

*Ability to identify prospects, build relationships, generate referrals and convert suitable clients.

*Understanding of mutual funds, PMS, AIFs, bonds, ETFs and other relevant investment products.

*Strong analytical, communication, presentation and relationship-management skills.

*High ethical standards, client-first orientation and ability to work independently while collaborating with internal teams.

*Graduate or postgraduate qualification in Finance, Economics, Commerce or a related discipline.

📌 Private Wealth Manager (Client Acquisition) (Mumbai)
🏢 Blue Ocean Financial Services
📍 Mumbai