Wealth Manager
1 week ago
Location: Chennai Industry: Wealth Management / Broking Experience Required: 4 to 8 years Team Size to Manage: 4–10 RMs Role Overview The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies. Key Responsibilities • Manage and mentor a team of RMs to acquire and service HNI clients • Grow AUM through new client acquisition and deepening existing relationships • Support the team in portfolio reviews and investment advisory • Track the local Affluent and Super Affluent market for new business • Keep the team updated on market trends and available investment options • Work with the central research team on client-specific investment decisions • Participate in client events, workshops and business development activities Required Experience & Background • Minimum 4–5 years in HNI Sales, Wealth Management or PCG Broking • Must have handled clients with 25 Lakhs+ investment capability • Previous team handling experience of at least 4 people • Strong stability in career (2–3 years average tenure per company) • Local market knowledge is mandatory • Should have earned incentives in past roles • Must be comfortable with field activity and individual contribution Qualifications • Graduate or Postgraduate in Finance or Marketing • Certifications like CFP add advantage Preferred • Candidates from HNI Broking / PCG Desk / Private Banking setups • Strong understanding of financial markets and investment products Not Eligible • Retail sales, telecalling, franchisee or online-only sales experience • Candidates interviewed and rejected earlier For More Information: Komal B. / HR Team Phone/WhatsApp: +91 93289 59079
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Leadership - Wealth Management
3 days ago
bangalore district, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟 Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior Leadership About the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This...
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Wealth Manager
2 weeks ago
Chennai, Tamil Nadu, India Unified Vision Wealth Full timeCompany DescriptionUnified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is...
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Account Manager
4 weeks ago
Chennai, India Anand Rathi Wealth Limited Full timeCompany Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Senior Wealth Manager/Private Banker
6 days ago
bangalore district, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Private Wealth Manager
21 hours ago
hyderabad district, India TekPillar® Full timeLocation: Bangalore/Hyderabad/Chennai Experience: 15+ 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...
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Wealth Manager
2 weeks ago
bangalore district, India Motilal Oswal Financial Services Ltd Full timeKey Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted...
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Wealth Manager
2 weeks ago
Chennai, Tamil Nadu, India Raptee Energy Full time ₹ 3,23,000 - ₹ 13,93,587 per yearProven experience in wealth management, private banking, investment advisory, or financial planning.Strong understanding of financial markets, investment products, and wealth management strategies.Excellent communication, negotiation, and interpersonal skills.Analytical mindset with the ability to assess financial risks and opportunities.High ethical...
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Wealth Manager
6 days ago
Chennai, India INTEGRATED PERSONNEL SERVICES LIMITED Full timeWealth Manager are hiring.Position Wealth Manager for Clients.Company Registered investment advisory company.Location Chennai, Hyderabad, Bangalore, Delhi.Job Role: Channel Partner DSA/Channel/Advisors Acquisition.- Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices.- Responsible for business...
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Wealth Manager
1 week ago
Chennai, India TekPillar® Full timeLocation: ChennaiIndustry: Wealth Management / BrokingExperience Required: 4 to 8 yearsTeam Size to Manage: 4–10 RMsRole OverviewThe Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and...
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Wealth Manager
1 week ago
Chennai, India TekPillar® Full timeLocation: ChennaiIndustry: Wealth Management / BrokingExperience Required: 4 to 8 yearsTeam Size to Manage: 4–10 RMsRole OverviewThe Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and...
