Private Banker/Relationship Manager/Wealth Manager

13 hours ago

Mumbai, Maharashtra, India JM Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Key Responsibilities

  1. Client Relationship Management

Acquire and onboard HNI/UHNI clients through personal network, referrals, and open market sourcing.

Build and nurture long-term relationships with clients and their families.

Understand clients' financial goals, risk appetite, and preferences to offer customized wealth solutions.

  1. Financial Advisory & Wealth Solutions

Provide holistic financial advice across asset classes including Mutual Funds, PMS, AIFs, Bonds, and Insurance.

Design and present personalized investment plans and asset allocation strategies.

Educate clients on financial planning, investment strategies, and market outlook.

  1. Portfolio Management

Monitor and manage client portfolios regularly to ensure alignment with defined objectives.

Track market developments, macroeconomic trends, and product performance to suggest timely portfolio rebalancing.

Share performance updates and investment insights through periodic reviews.

  1. Product Expertise

Maintain up-to-date knowledge of financial instruments including equity, debt, alternatives, and structured products.

Recommend best-suited investment products based on client profiles and market conditions.

  1. Compliance & Risk Management

Ensure strict adherence to internal policies and regulatory guidelines (SEBI, AMFI, etc.).

Conduct due diligence and implement risk-mitigation strategies to safeguard client interests.

  1. Internal Collaboration

Coordinate with internal stakeholders including investment specialists, operations, compliance, and legal teams.

Leverage firm-wide capabilities to provide comprehensive solutions and superior client experience.

  • Private Banker

    4 days ago

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

    Company DescriptionInCred Wealth is a modern, agile wealth management company with a mission to provide world-class investment services and solutions to Indians worldwide. We cater to UHNI & HNI clients with a comprehensive investment product suite supported by in-depth research, advanced technology, and a highly experienced team. Our offerings include a...

  • Private Wealth Manager

    6 days 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 Banker

    2 days ago

    Mumbai, Maharashtra, India Atom Privé Financial Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionAtom Privé Financial Services is a boutique private wealth management firm dedicated to serving high-net-worth families with bespoke strategies tailored to their ambitions, values, and legacy goals. With a focus on safeguarding assets, managing risk, and enabling long-term, multi-generational impact, the firm goes beyond returns to...

  • Private Wealth Manager

    2 weeks 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,...

  • Private Wealth Manager

    2 weeks 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...

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

    16 hours 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...

  • Relationship Manager

    16 hours ago

    Mumbai, Maharashtra, India TradeCred Private Wealth Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionTradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%. With over 6.5 years of experience, the company has successfully transacted INR 30,000 crores to date with zero defaults for its clients. TradeCred also manages...

  • Relationship Manager, Wealth

    2 days ago

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

    1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs.4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India equentis Full time US$ 60,000 - US$ 1,20,000 per year

    Location – Bangalore/MumbaiPosition: 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

    4 days 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...