
Wealth Manager
1 day ago
Job Title: Wealth Manager
Location: Mumbai
Experience: 3+ Years
Key Responsibilities:
- Manage and grow relationships with HNI and UHNI clients, delivering personalized financial solutions.
- Acquire and manage a minimum book size of ₹20 Cr.
- Provide comprehensive wealth management services including investments, insurance, estate planning, and financial advisory.
- Identify client needs and offer customized solutions through structured financial products and services.
- Ensure client satisfaction, retention, and cross-selling opportunities.
- Maintain compliance with regulatory guidelines and internal policies.
Desired Candidate Profile:
- 3+ years of experience in Wealth Management / Private Banking.
- Proven track record of handling HNI & UHNI clients.
- Must be able to bring/handle a book size of at least ₹20 Cr.
- Strong knowledge of financial products: Mutual Funds, PMS, AIF, Bonds, Insurance, Structured Products, etc.
- Excellent communication, relationship management, and networking skills.
- Preferably from Wealth Channels with designations such as:
- Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM.
Job Types: Full-time, Permanent
Pay: ₹700, ₹1,500,000.00 per year
Benefits:
- Health insurance
- Paid sick time
- Paid time off
- Provident Fund
Work Location: In person
Speak with the employer
-
Wealth Manager
1 day ago
Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per yearAbout 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...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra 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...
-
Private Wealth Manager
2 weeks 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...
-
Content Writer
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
-
B2B RM Wealth Management
1 week ago
Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per yearJob Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...
-
Wealth Manager
1 day ago
Mumbai, Maharashtra, India JM Financial Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionJM Financial Ltd is an integrated and diversified financial services group. The Group's primary businesses include investment banking, institutional equities, private equity funds, private wealth management, mortgage lending, and asset reconstruction. Additionally, JM Financial provides an integrated investment platform to individual...
-
Wealth Manager
5 days ago
Mumbai, Maharashtra, India Creative Hands HR Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...
-
Wealth Manager
23 hours ago
Mumbai, Maharashtra, India JOB Juggler Llp Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are looking for an experienced Relationship Manager - Wealth to manage and grow relationships with HNI, UHNI, and corporate clients. The role involves financial planning, portfolio management, and offering customized wealth solutions. Perks and benefitsHigh incentives, other offers
-
Wealth Manager
1 week ago
Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 10,00,000 - ₹ 30,00,000 per yearLocation:MumbaiExperience:Minimum 5 years in wealth/channel managementNotice Period / Gap:Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 croreSource clients via wealth channels—roles like 'Privi RM', 'Burgundy RM', 'Wealth Manager', 'Imperia RM', 'Preferred RM'Offer full-spectrum wealth...
-
Wealth Manager
3 days ago
Mumbai, Maharashtra, India RK Hr Management Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLooking for an Investment Advisor to acquire HNWIs/retail clients, offer tailored investment solutions, manage portfolios, achieve sales targets, and ensure SEBI compliance. Experience in wealth management, financial advisory, and client relationship Required Candidate profileStrong knowledge of financial products, markets & wealth strategies. Skilled in...