Wealth Manager

Location: Mumbai

CTC: 8 LPA 20 LPA

Job Summary

We are hiring an experienced Wealth Manager to handle HNI and UHNI clients within the affluent wealth segment. The role focuses on managing a strong client book, growing AUM, and delivering customized investment solutions across multiple asset classes. Candidates from established wealth channels with a portable book are preferred.

Job Description

• Manage and acquire HNI and UHNI clients and secure mandates to manage their wealth
• Build and manage customized investment portfolios aligned with client financial goals
• Drive overall AUM growth and revenue through investment solutions such as Mutual Funds, PMS, AIFs, Bonds, FDs, unlisted shares, broking products, and related services
• Strengthen long-term client relationships through regular engagement and advisory support

Key Requirements

• Experience in handling HNI and UHNI clients
• Minimum portable book size of 20 Cr
• Candidates must be from Wealth Channel backgrounds
• Preferred role titles include:

Privi RM

Burgundy RM

Wealth Manager

Imperia RM

Preferred RM

Qualifications & Experience

• Graduate preferred; MBA or equivalent qualification is an added advantage
• Minimum 2+ years of experience in Wealth Management, BFSI, or Broking Sales
• Strong relationship management and communication skills
• Strong inclination towards sales and client advisory

For more information, please call or share your updated resume at .