Wealth Manager

3 days ago

Mumbai, Maharashtra, India CIEL HR Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

Role Overview:

We seek a senior relationship manager in wealth management with an entrepreneurial

mindset and 7-10 years of experience managing HNIs UHNIs and family office

investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,

unlisted and structured products and a strong network of HNI's,family offices and

institutional investors. One should have worked in Private Banking in Banks , Brokerages

or wealth management firms.

Key Responsibilities:

  • Client Acquisition & Relationship Management: Build and manage relationships with

family offices, UHNIs.

  • Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs,

PMS, REITs, and INVITs within a 5 Cr - 50 Cr ticket size range. Business Growth & Strategy: Expand the wealth management business with a

long-term vision.

  • Market Positioning & Networking: Represent Billionz at industry events and

strengthen brand positioning.

Performance Expectations:

  • Year 1: Generate revenue equivalent to 1x of annual fixed CTC including bonus.
  • Year 2: Generate revenue equivalent to 2x of annual fixed CTC including bonus.
  • Year 3: Generate revenue equivalent to 3x of annual fixed CTC including bonus.

Qualifications & Experience:

  • 7-10 years in wealth management , multi family office , mutual fund distributors ,

banks serving HNIs and family offices across wealth products.

  • Strong relationships with family offices, UHNIs will be preferred.
  • Expertise in wealth products, structured investments, and alternative asset

classes. They should have their own AUM up to 25-50 Crore and a set of clients

that they can shift in a year.

  • Proven ability to raise capital and manage large portfolios.
  • Entrepreneurial mindset with interest in running a venture with equity participation.
  • Experience in building and leading teams.
  • Willingness to travel for investor meetings and networking.

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