Relationship Manager - Wealth Management - Atom Prive Financial Services
Location: Mumbai
Experience: 4 years - 7 Years
Client Segment: HNI / UHNI
Key Responsibilities
Manage and develop relationships with HNI and UHNI clients.
Acquire new HNI/UHNI clients through personal networks, referrals, market outreach and business development initiatives. Understand clients financial goals, risk profiles and investment requirements.
Provide holistic wealth management solutions across Mutual Funds, PMS, AIFs, MLDs, Bonds, International Investments, Unlisted Equities, Insurance and other investment products.
Monitor client portfolios and proactively identify opportunities for portfolio enhancement and diversification.
Coordinate with the investment/research team to provide suitable investment recommendations.
Maintain regular communication with clients and ensure a high level of service and engagement.
Generate business through existing relationships and referrals while focusing on long-term client relationships.




Stay updated on market trends, investment products and regulatory developments.

What We're Looking For
4 years - 7 years of experience in Wealth Management / Private Banking / Financial Services.
Existing experience managing HNI/UHNI clients.
Robust understanding of investment products and financial markets.
Excellent communication, relationship-management and interpersonal skills.
Ability to independently manage client relationships and portfolios.
Strong commercial orientation with a client-first approach.

Why Atom Prive
Chance to work with HNI/UHNI families and sophisticated investment portfolios.
Access to a broad, open-architecture investment product universe.
Research-backed and unbiased investment approach.
Robust technology and investment infrastructure.
Opportunity to grow within a boutique private wealth management platform.

📌 Relationship Wealth Manager Mumbai
🏢 Atomprive Financial Services
📍 Mumbai