Wealth Manager

5 days ago

Pune, Maharashtra, India Mexus Real Estate Developers Llp Full time ₹ 12,00,000 - ₹ 36,00,000 per year
  • Job Title: Wealth Manager

    Location: Pune, India

    Experience Required: years

    Education: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred)

    Salary: Negotiable Based on experience and interview performance

    Industry: Wealth Management / Financial Services

    Position Type: Full-time

Job Overview:

We are seeking a highly experienced and dynamic Wealth Manager to manage and grow our portfolio of high-net-worth and ultra-high-net-worth clients. The ideal candidate will have a strong track record in wealth management, client servicing, and portfolio advisory, specifically handling luxury accounts. The role requires an individual with exceptional interpersonal skills, financial acumen, and a deep understanding of investment products and wealth planning strategies.

Key Responsibilities:

  • Manage and grow a portfolio of high-net-worth (HNI/UHNI) clients by providing comprehensive wealth management solutions.
  • Build strong relationships with luxury clients and ensure high levels of satisfaction and retention.
  • Understand client needs, goals, and risk appetite to create personalized investment strategies.
  • Recommend and cross-sell a wide range of financial products including mutual funds, PMS, AIFs, structured products, bonds, insurance, and estate planning solutions.
  • Conduct regular portfolio reviews and performance assessments.
  • Stay updated on market trends, investment products, and regulatory changes.
  • Collaborate with internal teams and external partners to deliver a seamless client experience.
  • Ensure full compliance with all regulatory guidelines and company policies.

Key Requirements:

  • years of relevant experience in wealth management, preferably with a leading private banking or financial services firm.
  • Proven experience in handling luxury accounts and building long-term client relationships.
  • Strong knowledge of financial products and portfolio management strategies.
  • Excellent communication, presentation, and interpersonal skills.
  • Highly ethical, client-focused, and detail-oriented.
  • Ability to work independently and manage a high-value portfolio.

Preferred Qualifications:

  • Certifications such as CFP, CFA, NISM (Mutual Funds, Investment Advisor) are a strong advantage.
  • MBA in Finance or related field (optional but preferred).

  • Private Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...

  • Wealth Manager

    7 days ago

    Pune, Maharashtra, India eFinserve Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptioneFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.Role...

  • Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India Shikshan Nivesh Full time ₹ 7,80,000 - ₹ 14,40,000 per year

    Location:[Pune / Remote]Salary Range:₹65,000 – ₹1,20,000 per month (based on interview & experience)About Shikshan NiveshShikshan Nivesh is an education-first financial platform dedicated to simplifyinginvesting, markets, and personal financefor retail investors, professionals, and entrepreneurs. Through our Private Wealth practice, we provide trusted,...

  • Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India Spectra Management Consultancy Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About the RoleWe are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in building and executing investment strategies, portfolio allocation frameworks, and...

  • Key Account Manager

    2 weeks ago

    Pune, Maharashtra, India ink wealth Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    inkwealth #WeAreHiringWe're Hiring – Key Account Manager Company: ink wealth About Usink wealth is a fast-growing financial services firm committed to helping clients achieve their wealth-building and investment goals. We specialize in personalized financial solutions, investment planning, and wealth management strategies. Role OverviewWe are looking for a...

  • Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India Right Advisors Private Limited Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Dear Candidates,Great OpportunityHiring for#WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

  • Wealth Manager

    5 days ago

    Pune, Maharashtra, India Altport Experts Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Designation: Sr.Wealth ManagerJob Location:-Pune & NashikRequired :- Only Male candidateJob Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client...

  • Client Relationship Manager

    6 days ago

    Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth Solutions LLP is a wealth...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 24,00,000 - ₹ 48,00,000 per year

    Job descriptionJob Opening for PUNE Location Only:We are Hiring Client Relationship Manager to work for Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Pune. The founders are seasoned financial experts with over 16 years of experience in finance and...

  • Portfolio Development Manager

    1 day ago

    Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job Opening for Baner PUNE Location Only:We are Hiring:"Portfolio Development Manager"To work on Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance...