Private Wealth Management Specialist
1 week ago
Location: Mumbai (Prabhadevi) Experience: 10+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other wealth products. Key Responsibilities Manage and expand relationships with UHNI clients (₹5 Cr+ net worth) . Offer end-to-end Wealth Advisory and Portfolio Management services. Achieve consistent AUM growth through new client acquisition and retention. Advise on PMS, AIF, Mutual Funds, Bonds, and Structured Products . Handle a portfolio of ₹100 Cr+ AUM and maintain client satisfaction. Work closely with CXOs, Promoters, and Family Offices to provide strategic wealth solutions. Ideal Candidate Profile Minimum 15 years of experience in Wealth Management or Private Banking. At least 5 years in the current or previous Wealth Advisory role. Experience handling UHNI clients (₹5–25 Cr ticket size) . Must be from Private Wealth NBFC or Banking background . Proven track record of managing a book of ₹100 Cr or more . Strong understanding of PMS, AIF, HNI/UHNI client management, and investment products . Excellent relationship-building, networking, and financial advisory skills. Certifications such as AMFI / IRDA preferred. Skills Private Wealth Management | UHNI Relationship | Portfolio Management | PMS Sales | AIF Sales | Wealth Advisory | Private Banking | Family Office | HNI Client Acquisition | Investment Advisory | AUM Growth | Financial Planning | Wealth Products Why Join Us Opportunity to work with a leading wealth management platform. Manage high-value UHNI portfolios. Competitive compensation and performance-based incentives. Career growth within a client-focused and performance-driven organization. For More Information: Komal B. / HR Team Phone/WhatsApp:
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Private Wealth Management Specialist
2 weeks ago
bangalore, India TekPillar® Full timeLocation: Mumbai (Prabhadevi)Experience: 10+ Years in Private Wealth ManagementCTC: Based on current CTC and interviewEmployment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and...
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Private Wealth Manager
2 weeks ago
bangalore, India TekPillar® Full timeLocation: Bangalore / Chennai / HyderabadExperience: 15+ Years in Private Wealth ManagementCTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview)Employment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients,...
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Wealth Management Intern
5 days ago
bangalore, India Zetheta Algorithms Private Limited Full timeAbout the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for...
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Relationship Manager
2 weeks ago
bangalore, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research,...
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Relationship Manager
1 week ago
bangalore, India 360 ONE Wealth Full timeRole Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research,...
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Relationship Manager
1 week ago
bangalore, India 360 ONE Wealth Full timeRole Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research,...
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Wealth Manager
1 week ago
bangalore, India KG Engineering & Consultancy Full timeMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL) a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
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Wealth Manager
2 weeks ago
bangalore, India KG Engineering & Consultancy Full timeMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
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Wealth Manager
1 day ago
bangalore, India Tipsons Group Full timeDealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle...
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Relationship Manager
1 week ago
bangalore district, India 360 ONE Wealth Full timeRole Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research,...
