Wealth Management Advisor

2 days ago

Mumbai, Maharashtra, India ProHreach Hiring Solution Full time ₹ 40,00,000 - ₹ 50,00,000 per year

Job Title: Senior Relationship Manager- Wealth Management Solutions

Location: Mumbai - (with Travel)

Role 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 a strong network of HNI's,family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms.

Key Responsibilities:

● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.

● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.

● Business Growth & Strategy: Expand the wealth management business with a long-term vision.

● Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning.

Qualifications & Experience:

● 7-12 years in wealth management , managing HNIs and family offices.

● Strong relationships with family offices, UHNIs.

● Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM upto 50crs and a set of clients.

● Proven ability to raise capital and manage large portfolios.

● Entrepreneurial mindset with interest in running a venture with equity participation.

● Experience in building and leading teams.

● Willingness to travel for investor meetings and networking.

What We Offer:

● Competitive Fixed + Variable Pay plus ESOPs.

● Access to a premier network of UHNIs and family offices.

● Long-term opportunity to scale a multi-family office.

● Support of clients from the parent company and existing 100's of relationships.

● Coaching/Mentoring from Harvard educated coaches.

● Working Closely with Mr.Abhishek Goenka.

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    7 days ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management...

  • Wealth Manager

    4 days ago

    Mumbai, Maharashtra, India RK Hr Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Looking for an Investment Advisor to acquire HNWIs/retail clients, offer tailored investment solutions, manage portfolios, achieve sales targets, and ensure SEBI compliance. Experience in wealth management, financial advisory, and client relationship Required Candidate profileStrong knowledge of financial products, markets & wealth strategies. Skilled in...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra SMIFS Wealth Management Ltd Full time

    Position: AVP/Senior Wealth Advisor – HNI/UHNI Segment Location: Mumbai, India Experience: 3–15 years in Wealth/Private Banking/Investment Advisory CTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

  • Content Writer

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Wealth Manager

    2 days ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Private Wealth Manager

    2 weeks 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...

  • Senior Wealth Manager

    2 weeks ago

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

    Head – Corporate Wealth ManagementRole Overview:The Head of Corporate Wealth Management will be responsible for driving the strategic direction, growth, and performance of the corporate wealth business. This role involves providing comprehensive wealth management solutions to corporate clients, including treasury management, investment advisory, and...

  • B2B RM Wealth Management

    2 weeks 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...

  • Assistant Manager-Wealth Management-Operations

    2 days ago

    Mumbai, Maharashtra, India Athena Consultants Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job Description and EligibilityTitle: Assistant Manager- Wealth Management - OperationsLocation: BKC MumbaiYour primary responsibility will be to handle wealth management operations for Cubera Asset Advisors. This will include handling all activities related to Client Onboarding, Trade Execution, Reporting, Client Communication and accounting and...