Private Wealth Manager

1 week ago

Mumbai, Maharashtra, India Fintoo Full time ₹ 15,00,000 - ₹ 25,00,000 per year

We are seeking a dynamic and experienced individual to join our team as an AVP Wealth in Private Wealth Management. The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business development activities to expand the client base

  • Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products.
  • Explaining various products and services to prospective clients
  • Serving as a liaison between the organization and clients, managing accounts and investments, and providing financial services
  • Reviewing clients' current investment portfolios and recommending changes to meet their neeeds.
  • Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
  • Providing financial advice and services to clients in order to meet their short-term and long-term financial goals.

The candidate should have the following

  • 5+years of experience in private banking or wealth management
  • At least a bachelor's degree along with NISM VA / IRDA certified
  • A good understanding of investment products and asset classes
  • A good network of clients across UHNWI/HNWI, family offices and/or institution
  • Strong communication skills

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    Company: 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...

  • Private Wealth Manager

    16 hours ago

    Mumbai, Maharashtra, India JM Financial Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionJM Financial is an integrated and diversified financial services group. The Group's primary businesses include investment banking, private equity funds, private wealth management, mortgage lending, asset reconstruction, and asset management. JM Financial specializes in providing tailored financial solutions to institutional, corporate,...

  • Wealth Manager- B2B Sales

    21 hours ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We're Hiring | B2B Sales – PMS Product | MumbaiSMC Private Wealth is looking for an experiencedB2B Sales Professionalto drivePortfolio Management Services (PMS)sales throughWealth Managers, IFAs, RIAs, Banks, and Family Offices.Location:MumbaiWhat You'll Do: Build and expand distribution channels for PMS Manage and grow relationships with IFAs, RIAs &...

  • Wealth Manager

    3 days ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About 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 Banker

    18 hours ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionNuvama Wealth Management is a leading independent wealth and asset management firm in India, catering to high-net-worth individuals (HNIs), ultra-HNIs, family offices, and institutional clients. It provides comprehensive wealth solutions, including investment advisory, portfolio management, alternative investments, and estate planning.Why...

  • Private Wealth Manager

    15 hours ago

    Mumbai, Maharashtra, India Citrine Investments Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Private Wealth Manager, located in Mumbai. The Private Wealth Manager will be responsible for developing personalized financial plans for clients, providing investment advice, and ensuring effective estate planning. Additionally, the role involves...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About 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 equentis Full time ₹ 10,00,000 - ₹ 50,00,000 per year

    Location – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India, Maharashtra equentis Full time

    Location – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...

  • Senior Wealth Manager

    21 hours ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...