Senior Wealth Manager

17 hours ago

Mumbai, Maharashtra, India Atreyi Financial Services Private Limited Full time ₹ 20,00,000 - ₹ 25,00,000 per year

We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. The ideal candidate will bring a wealth of experience in the Indian financial services markets, an existing clientele base, and a proven track record of successfully delivering comprehensive wealth management solutions.

Key Responsibilities:

  • Prospect, acquire, and retain high-value clientele
  • Design and recommend strategies aligned with the clients' financial objectives
  • Conduct periodic reviews to reassess portfolios and ensure continued suitability

Qualifications & Requirements:

  • Qualification in the fields of Finance/Business Management/Accounting
  • An MBA degree, Chartered Accountant (CA) certification, or a Chartered Financial Analyst (CFA) Charterholder would be preferable
  • Minimum of 5 years of experience in the Indian financial markets
  • A strong personal clientele book is mandatory

This is an excellent opportunity for an accomplished wealth management professional to contribute to a growing platform while deepening client relationships and enhancing financial outcomes.

Interested candidates are invited to share their profiles at or contact us via LinkedIn Messages.

Hiring #WealthManagement #FinanceCareers #SeniorWealthManager #FinancialMarkets #FinanceJobs #CareerOpportunity

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