Wealth Management Expert
1 week ago
**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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