Wealth Management Expert

1 week ago


Mumbai, Maharashtra, India Equentis Full time

**Role Highlights:

Equentis is looking for a highly skilled Private Wealth Advisor to manage high net worth individual portfolios in Mumbai. The ideal candidate will have experience in wealth management, private banking, or related fields.

**Responsibilities Include:**

- Acquiring new HNI clients and expanding the existing portfolio.

- Building a sales funnel through client meetings, virtual presentations, and seminars.

- Collaborating with experienced professionals to develop and execute business growth strategies.

- Managing minimum entry-level portfolios of Rs 1 crore and above, focusing on advisory and relationship building.

- Generating AUM from preferred clients while maintaining strong relationships.

**Estimated Salary:** Rs 15 lakhs - Rs 30 lakhs per annum, depending on experience.



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