Wealth Manager

3 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).

  • Wealth Manager

    5 days ago

    Pune, Maharashtra, India Finovia Wealth Pvt Ltd Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

  • 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

    2 weeks ago

    Pune, Maharashtra, India VEERWAL GETWORK SERVICES PRIVATE LIMITED Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Urgent Hiring in top Broking as Wealth ManagerRole & responsibilitiesRelationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.Experience of advising clients across all asset classes.Experience of Cross Sales PMS , AIF , Mutual...

  • Wealth Manager

    3 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...

  • Associate Wealth Manager

    5 days ago

    Pune, Maharashtra, India Mudaksh Wealth Full time ₹ 4,32,000 - ₹ 6,48,000 per year

    Responsibilities:Manage and Service existing client portfolios insurance productsMIS formation and maintenanceResearch and trainingsCollaborate with sales team on new business opportunitiesMeet revenue targets through mutual fund & InsuranceSales incentivesPerformance bonus

  • Client Relationship Manager

    7 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...

  • Senior Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India AIF & Pms Experts Full time ₹ 8,80,000 - ₹ 25,00,000 per year

    Job descriptionDesignation:- Sr.Wealth ManagerJob Location:-Pune & NashikJob 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 relationships....

  • Relationship Manager Wealth Management_ Pune

    1 day ago

    Pune, Maharashtra, India Scripbox Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Relationship Manager Wealth ManagementPosition:Relationship Manager (Wealth Management)Experience:24 yearsLocation:PuneEmployment Type:Full-timeAbout The RoleWe are seeking a dynamic and client-focused Relationship Manager with 24 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and...

  • Head of Acquisition

    2 weeks ago

    Pune, Maharashtra, India Cedrus Wealth Partners Full time

    Company DescriptionCedrus Wealth Partners, founded by Nilesh S. Bajaj in March 2007, is dedicated to wealth creation, risk management, and achieving financial goals for families, new entrepreneurs, and individuals. The company's mission is "Orchestrating Distinctive Wealth Management Proficiency," which sets it apart by providing holistic and unbiased...

  • Urgent Opening-Sr Manager/ Chief Manager- Wealth Management

    2 weeks ago

    Pune, Maharashtra, India Bajaj Capital Ltd Full time ₹ 12,00,000 - ₹ 30,00,000 per year

    Designation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client's basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate...