Private Wealth Manager

1 day ago

Mumbai Maharashtra India, Maharashtra equentis Full time

Location – Bangalore/Mumbai


Position: PMS Wealth Manager


Broader Role / Responsibilities:


Acquisition of Wealth Clients:

1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads

of Affluent & Super Affluent client base from the existing pool of clients within

the company will be given.

2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients.

3. To conduct and assist in organizing seminars, workshops and other business

development activities.

4. Prior experience of working in a wealth management firms, Private banking,

PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI

client management .

5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.


Advisory and Relationship Management

6. Maintaining client relationships and generate Asset Under Management (AUM)

from preferred clients.

7. Advising Affluent clients in conjunction with the Research team , Financial

planning department , operations team etc on their existing investments and

managing their overall financial portfolio and deepening the wallet from existing

clients.

8. To coordinate with product and research team for taking investment decision for

the clients.


Candidate

9. Good ability to analyse client data, identify trends, create lasting impressions

through impactful presentations are necessity for the job.

10. Candidates having experience in managing HNI clients & good Personal and

Virtual meeting skills may only apply.

11. Impeccable sales skills to handle HNI clients.

12. Good Sales negotiator and able to close high ticket sales.

13. Good knowledge of Equity Markets and other Investment assets.

  • Private Wealth Manager

    6 days ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

  • Private Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India JM Financial Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionJM Financial is an integrated and diversified financial services group. The Group's primary businesses include investment banking, private equity funds, private wealth management, mortgage lending, asset reconstruction, and asset management. JM Financial specializes in providing tailored financial solutions to institutional, corporate,...

  • Wealth Manager- B2B Sales

    2 weeks ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We're Hiring | B2B Sales – PMS Product | MumbaiSMC Private Wealth is looking for an experiencedB2B Sales Professionalto drivePortfolio Management Services (PMS)sales throughWealth Managers, IFAs, RIAs, Banks, and Family Offices.Location:MumbaiWhat You'll Do: Build and expand distribution channels for PMS Manage and grow relationships with IFAs, RIAs &...

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Citrine Investments Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Private Wealth Manager, located in Mumbai. The Private Wealth Manager will be responsible for developing personalized financial plans for clients, providing investment advice, and ensuring effective estate planning. Additionally, the role involves...

  • Private Banker

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionNuvama Wealth Management is a leading independent wealth and asset management firm in India, catering to high-net-worth individuals (HNIs), ultra-HNIs, family offices, and institutional clients. It provides comprehensive wealth solutions, including investment advisory, portfolio management, alternative investments, and estate planning.Why...

  • Private Wealth Management

    1 week ago

    Mumbai, Maharashtra, India Elara Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionElara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide.Job Location Pune, Ahmedabad,...