Wealth Manager

2 weeks ago

Mumbai, Maharashtra, India Phillipcapital Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per year

Role & responsibilities

Key Responsibilities:

• Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach.

• Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews.

• Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products.

• Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals.

• Maintain and grow your AUM base through consistent engagement, transparency, and trust.

• Stay ahead of market trends, global developments, and emerging opportunities to deliver informed advice.

• Ensure all processes and recommendations are in line with company policies and SEBI regulations.

Qualifications & Skills:

• Graduate/Postgraduate in Finance, Business, Economics, or related domains.

• Certifications like CFP, CFA, NISM, or NCFM are an advantage.

• Strong grasp of capital markets, investment products, and portfolio management strategies.

• Proven success in client acquisition, relationship management, and revenue growth.

• Excellent communication, presentation, and interpersonal skills.

• Highly motivated, ethical, and driven by performance with a client-first mindset.

  • Private Wealth Manager

    1 week 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...

  • B2B RM Wealth Management

    5 days ago

    Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job 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...

  • B2B Relationship Manager – Wealth Management in Thane, Navi Mumbai, Mumbai, Vasai, Virar

    3 days ago

    Navi Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Reports to: AVP, Business HeadCTC Range: ₹4 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 analytical and multitasking capabilitiesSelected Intern's...

  • Wealth Manager

    3 days ago

    Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per year

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • 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 entrepreneurialmindset and 7-10 years of experience managing HNIs UHNIs and family officeinvestments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,unlisted and structured products and a strong network of HNI's,family offices andinstitutional investors....

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Techroles Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    **Client Relations - Pre IPO and Wealth ManagementDescription:• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,Unlisted Shares, and Wealth Management services.• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,ensuring alignment with their financial goals.• Business Development: Identify potential...

  • Wealth Manager

    2 days ago

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

    Client Relations – Pre-IPO & Wealth ManagementLocation:MumbaiEmployment Type:Full-time, PermanentAbout the RoleWe are seeking a dynamic and client-focused professional to join ourClient Relationsteam, specializing inPre-IPO investmentsandWealth Management. This role involves managing and advising High Net-Worth Individuals (HNIs) and Ultra-HNIs on...

  • Wealth Management

    2 days ago

    Mumbai, Maharashtra, India Talengage Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Client - Our client a leading NBFCPosition -Regional Head / Cluster Head - Wealth ManagementExperience - Wealth Management / Private BankingLocations - Delhi / Mumbai /Ahmedabad / Pune / KolkataExperience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.Responsible for driving teams to exceed...

  • Wealth Managment

    1 week ago

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

    Description:• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,Unlisted Shares, and Wealth Management services.• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,ensuring alignment with their financial goals.• Business Development: Identify potential clients, pitch investmentopportunities, and grow the...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India JM Financial Ltd Full time ₹ 5,00,000 - ₹ 20,00,000 per year

    Company DescriptionJM Financial Ltd. is an integrated and diversified financial services group offering a broad range of services. Our primary businesses include Integrated Investment Banking, Mortgage Lending, Asset Management, Wealth Management, and Securities Business. We cater to a variety of clients, including institutional, corporate, government,...