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Private Wealth Management Role

2 weeks ago

Mumbai, Maharashtra, India Elara Capital Full time

Company Description:

Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide.

Location: Ahmedabad, Surat, Pune, Mumbai, Hyderabad, others

Turn Relationships into Wealth - Yours and Your Clients'.

Are you ready to create impact by managing the wealth of India's most successful individuals? As a Wealth Relationship Manager, you will be at the forefront of driving new client acquisition and AUM growth, helping HNI and Ultra HNI clients build, grow, and preserve their wealth. This is more than just a role - it's an opportunity to become a trusted partner in their financial journey.

What You'll Do:

  • Identify, prospect, and acquire HNI/Ultra HNI clients through networking, referrals, and market insights.

  • Grow AUM across MF, PMS, AIF, listed & unlisted equity, bonds, and structured products.

  • Craft bespoke investment strategies that align with client aspirations.

  • Unlock value by cross-selling and upselling wealth solutions.

  • Stay ahead of market trends to bring clients first-mover opportunities.

  • Ensure compliance and ethical wealth management practices.

What You Bring:

  • 8+ years of experience in wealth management/private banking/investment advisory.

  • Proven ability in client acquisition and AUM mobilization.

  • Expertise in MF, PMS, AIF, listed & unlisted shares, bonds, structured products.

  • Exceptional networking, communication, and relationship-building skills.

What You Gain:

  • A platform to build influence with India's HNI/Ultra HNI community.

  • Performance-driven rewards and rapid career progression.

  • The chance to leave your mark by growing both client wealth and your own career.

Posted in

Banking & Finance

Job Code

1633128