Senior Financial Planner

18 hours ago


India Antal International Full time

At Antal International, we are seeking a Senior Wealth Manager to join our team. As a key member of our wealth management division, you will be responsible for managing the financial portfolios of High Net Worth Individuals (HNIs) and Ultra HNIs.

About Us

We are a leading mid-market investment bank with strong practices around Mergers & Acquisitions, Private Equity, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Our wealth management arm is an investment advisory and money manager that provides innovative investment solutions to HNIs using technology-enabled platforms. We offer products across all asset classes from Equity, Fixed Income, and Real Estate to Alternate Investment Products and Unlisted Securities.

  • We were founded by an IIM Ahmedabad alumnus and a veteran investment banker with 22+ years of experience.
  • We provide services like insurance broking, institutional broking, asset management, and wealth management pan-India.
  • Our services include Investment Banking, Fixed Income, Capital Market, Insurance Broking, Institutional Equities, Portfolio Management, Wealth Management, Asset Management.
  • Our locations include Mumbai and Ahmedabad.
  • Our clients span sectors like Consumer, Financial Services, Healthcare & Pharma, Industrial, Infrastructure & Real Estate, Technology, including Mahindra Finance, Tata Capital, ICICI Home Finance, Edelweiss, IIFL Finance, Rolex Ring, Muthoot Finance, SBI Mutual Fund, Aditya Birla Sun Life Insurance/Goldman Sachs.

Job Description:

You will have 5+ years of experience in Wealth Management space and should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.

You will onboard, handle, and manage HNI/Ultra HNI clients, accountable for achieving Annual revenue, AUM, and Strategic product targets in the respective geography.

You will aim for consistent growth of customer wallet share and book size, advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

You will work in partnership with the Bank and drive leads & AUM, servicing existing clients with the support of client servicing team, constantly reviewing client portfolios and giving a bird's eye view.

The estimated salary for this role is ₹25 lakhs - ₹50 lakhs per annum, depending on your experience and qualifications.



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