Private Wealth Manager

6 days ago

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

Location – Bangalore/Mumbai

Position: Wealth Manager

Broader Role / Responsibilities:

Acquisition of Wealth Clients:

  1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads

of Affluent & Super Affluent client base from the existing pool of clients within

the company will be given.

  1. Build up the sales funnel via Client Meetings or Virtual Presentations to clients.

  2. To conduct and assist in organizing seminars, workshops and other business

development activities.

  1. Prior experience of working in a wealth management firms, Private banking,

PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI

client management .

  1. Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Advisory and Relationship Management

  1. Maintaining client relationships and generate Asset Under Management (AUM)

from preferred clients.

  1. Advising Affluent clients in conjunction with the Research team , Financial

planning department , operations team etc on their existing investments and

managing their overall financial portfolio and deepening the wallet from existing

clients.

  1. To coordinate with product and research team for taking investment decision for

the clients.

Candidate

  1. Good ability to analyse client data, identify trends, create lasting impressions

through impactful presentations are necessity for the job.

  1. Candidates having experience in managing HNI clients & good Personal and

Virtual meeting skills may only apply.

  1. Impeccable sales skills to handle HNI clients.

  2. Good Sales negotiator and able to close high ticket sales.

  3. Good knowledge of Equity Markets and other Investment assets.

  • Private Wealth Manager

    2 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 Wealth Manager

    1 week 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

    1 week 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...

  • Private Banker

    2 weeks ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Join Neo – Redefining Wealth ManagementAre you a banker who wants tobuild, not just maintain?At Neo, we're reshaping wealth management for India's next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You'll Do?Build & manage a portfolio of HNI clientsDeliver unbiased, performance-driven wealth...

  • Wealth Management

    1 week ago

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

    About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - Manager / Sr Manager/AVP / VP / Sr VPExperience - 5 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata,GurgoanEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

  • Private Wealth Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Yuva Global Services Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    *Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr*Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients*Need to ensure growth of AUM or book size. Required Candidate profile*Graduation / Post Graduation in any discipline*8+ years sales exp. Wealth Mgmt....

  • Head of Private Wealth Management

    1 week ago

    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Key Responsibilities:Business Establishment:Lead the establishment of the wealth management division from the ground up.Develop and implement strategies to launch and grow the wealth management business.Hire and train a team of wealth managers to deliver high-quality financial advisory services.Team Management:Build and lead a team of Team Leads and...

  • Wealth Manager

    1 week ago

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

    Profile : Wealth ManagerLocation : MumbaiJob Summary :As a Wealth Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a...

  • Wealth Manager

    3 days ago

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

    Role OverviewIn Private Wealth, you will play a pivotal role in leading and expanding our wealth managementbusiness. The role involves driving client acquisition at the highest levels, scaling the franchise, andmentoring leaders within the team. We are looking for a seasoned professional who can balancestrategic vision with execution while nurturing strong...

  • Senior Wealth Manager

    1 day ago

    Mumbai, Maharashtra, India ProHreach Hiring Solution Full time ₹ 2,50,00,000 - ₹ 7,50,00,000 per year

    Job Title: Senior Relationship Manager- Wealth Management SolutionsRole Overview:We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and...