Account Manager for Private Wealth Management Firm
Hireginie
5 - 10 years
Mumbai
Posted: 17/02/2026
Getting a referral is 5x more effective than applying directly
Job Description
Account Manager
Client: Leading Private Wealth Management Firm
Location: Mumbai
Experience: 25 Years
Education: Graduate/Postgraduate (MBA/CA preferred)
Role Overview
Work closely with senior Private Bankers to drive client acquisition, AUM growth, and portfolio management for HNI and professional clients.
Key Responsibilities
Client Acquisition (65%)
- Identify monetization events (stake sales, fund raising, IPOs, real estate, block deals).
- Build strong referral networks with IBs, PE professionals, lawyers, CAs, consultants, and brokers.
- Develop prospect pipeline across focused segments (doctors, lawyers, consultants, promoters).
- Support senior Private Bankers with prospect tracking and funnel management.
Client Management (35%)
- Assist in portfolio management, asset allocation, and investment strategy.
- Support execution of complex/non-vanilla transactions (PE, MLDs, InvITs, AIFs).
- Coordinate portfolio reviews, rebalancing, and reinvestment planning.
- Ensure proactive client coverage and seamless account management.
Skills Required
Soft Skills
- High ownership, strong communication, strategic mindset.
- Organized, disciplined, and able to multitask under pressure.
Technical Skills
- Strong understanding of wealth products (MFs, PMS, AIFs, Bonds, MLDs, REITs/InvITs).
- Basic equity research and investment pitching skills.
- Proficient in Excel & PowerPoint.
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