Private Wealth Management Specialist
2 days ago
Location: 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 wealth creation solutions through PMS, AIF, and other wealth products.Key ResponsibilitiesManage 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 ProfileMinimum 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.SkillsPrivate 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 ProductsWhy Join UsOpportunity 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 TeamPhone/WhatsApp:
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Private Wealth Manager
1 week ago
Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...
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Private Wealth Management Specialist
4 days ago
Mumbai, India TekPillar® Full timeLocation: 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...
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Private Wealth Management Specialist
3 days ago
mumbai, India TekPillar® Full timeLocation: 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...
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Private Wealth Management Specialist
5 days ago
Mumbai, India TekPillar® Full timeLocation: 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...
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Private Wealth Management Specialist
1 day ago
Mumbai, India TekPillar® Full timeLocation: 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...
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Private Wealth Management Specialist
20 hours ago
Mumbai, India TekPillar® Full timeLocation: 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...
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Private Wealth Management Specialist
3 days ago
Mumbai, 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
Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per yearLooking for Wealth Managers with atleast 8 years of relevant work experience
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Private banker
4 weeks ago
Mumbai, India Neo Wealth And Asset Management Full timeJoin Neo – Redefining Wealth ManagementAre you a banker who wants to build, not just maintain ?At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do?Build & manage a portfolio of HNI clientsDeliver unbiased, performance-driven...
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Wealth Manager
3 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
