MUMBAI · FULLTIME
Wealth/Relationship Manager
MR
myrem relocation
Mumbai · onsite · Posted 5d ago
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Section · 01
About this role
We're Hiring: Wealth Manager – HNI/UHNI & Family Office
Location: Kurla, Mumbai
Employment Type: Full-time
Industry: Wealth Management / Financial Services
We are looking for a dynamic, client-focused, and result-oriented Wealth Manager to join our team. The ideal candidate will be responsible for acquiring and managing HNI, UHNI, and Family Office clients, developing strategic B2B relationships, and providing customized wealth and investment solutions.
Key Responsibilities:
- Acquire, develop, and manage relationships with HNI, UHNI, and Family Office clients.
- Build and maintain strong B2B relationships with corporates, financial partners, intermediaries, and institutional networks.
- Understand clients financial objectives, risk profiles, and investment needs to provide customized wealth solutions.
- Advise clients across a range of investment products, including:
- Mutual Funds
- PMS & AIFs
- Bonds & Fixed Income Products
- Insurance Solutions
- Structured Products
- Equity & Alternative Investments
- Drive business growth through **new client acquisition, cross-selling, and upselling** of investment and wealth products.
- Develop and maintain long-term relationships with key clients and stakeholders.
- Identify new business opportunities through networking, referrals, strategic partnerships, and market outreach.
- Monitor financial markets, economic developments, and emerging investment opportunities.
- Coordinate with internal investment, research, and product teams** to develop suitable portfolio recommendations.
- Maintain a basic understanding of Forex markets and global investment opportunities.
- Ensure all client activities and recommendations comply with applicable regulatory requirements and internal policies.
- Achieve assigned business, revenue, AUM, and client acquisition targets.
## Candidate Profile:
We are looking for candidates with:
- Bachelor's degree in Finance, Business, Economics, or a related field.
- MBA, CFP, NISM, or other relevant financial certifications will be an advantage.
- Proven experience in Wealth Management, Investment Advisory, Private Banking, Broking, NBFC, or Financial Services.
- Strong experience in B2B sales and business development of investment/financial products.
- Hands-on experience managing HNI, UHNI, Family Office, corporate, or institutional clients.
- Strong knowledge of financial markets and investment products.
- Basic understanding of Forex and global investment markets.
- Excellent communication, presentation, negotiation, and relationship-management skills.
- Strong networking and business-development capabilities.
- Demonstrated ability to generate revenue and grow AUM/client portfolios.
##Preferred Experience:
Candidates currently or previously working with:
- Private Banks
- Wealth Management Firms
- Investment Advisory Firms
- NBFCs
- Broking Firms
- Asset Management / Financial Services Companies
- Family Office / Investment Platforms
An existing network of HNI/UHNI clients, Family Offices, corporates, or institutional investors will be a strong advantage.
## Why Join Us
- Opportunity to work with HNI, UHNI, and Family Office clients
- Exposure to a wide range of wealth and investment products
- Strong growth and career-development opportunities
- Performance-driven role with significant business and earning potential
- Opportunity to build and expand a premium client portfolio
## How to Apply
Interested candidates can share their latest updated CV at:
[HIDDEN TEXT]
Contact: [phone removed] / [phone removed]
Location: Kurla, Mumbai
Employment Type: Full-time
Industry: Wealth Management / Financial Services
We are looking for a dynamic, client-focused, and result-oriented Wealth Manager to join our team. The ideal candidate will be responsible for acquiring and managing HNI, UHNI, and Family Office clients, developing strategic B2B relationships, and providing customized wealth and investment solutions.
Key Responsibilities:
- Acquire, develop, and manage relationships with HNI, UHNI, and Family Office clients.
- Build and maintain strong B2B relationships with corporates, financial partners, intermediaries, and institutional networks.
- Understand clients financial objectives, risk profiles, and investment needs to provide customized wealth solutions.
- Advise clients across a range of investment products, including:
- Mutual Funds
- PMS & AIFs
- Bonds & Fixed Income Products
- Insurance Solutions
- Structured Products
- Equity & Alternative Investments
- Drive business growth through **new client acquisition, cross-selling, and upselling** of investment and wealth products.
- Develop and maintain long-term relationships with key clients and stakeholders.
- Identify new business opportunities through networking, referrals, strategic partnerships, and market outreach.
- Monitor financial markets, economic developments, and emerging investment opportunities.
- Coordinate with internal investment, research, and product teams** to develop suitable portfolio recommendations.
- Maintain a basic understanding of Forex markets and global investment opportunities.
- Ensure all client activities and recommendations comply with applicable regulatory requirements and internal policies.
- Achieve assigned business, revenue, AUM, and client acquisition targets.
## Candidate Profile:
We are looking for candidates with:
- Bachelor's degree in Finance, Business, Economics, or a related field.
- MBA, CFP, NISM, or other relevant financial certifications will be an advantage.
- Proven experience in Wealth Management, Investment Advisory, Private Banking, Broking, NBFC, or Financial Services.
- Strong experience in B2B sales and business development of investment/financial products.
- Hands-on experience managing HNI, UHNI, Family Office, corporate, or institutional clients.
- Strong knowledge of financial markets and investment products.
- Basic understanding of Forex and global investment markets.
- Excellent communication, presentation, negotiation, and relationship-management skills.
- Strong networking and business-development capabilities.
- Demonstrated ability to generate revenue and grow AUM/client portfolios.
##Preferred Experience:
Candidates currently or previously working with:
- Private Banks
- Wealth Management Firms
- Investment Advisory Firms
- NBFCs
- Broking Firms
- Asset Management / Financial Services Companies
- Family Office / Investment Platforms
An existing network of HNI/UHNI clients, Family Offices, corporates, or institutional investors will be a strong advantage.
## Why Join Us
- Opportunity to work with HNI, UHNI, and Family Office clients
- Exposure to a wide range of wealth and investment products
- Strong growth and career-development opportunities
- Performance-driven role with significant business and earning potential
- Opportunity to build and expand a premium client portfolio
## How to Apply
Interested candidates can share their latest updated CV at:
[HIDDEN TEXT]
Contact: [phone removed] / [phone removed]
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Section · 02
Skills
Forex marketsPortfolio recommendationsStructured ProductsPMSFixed Income ProductsAIFsMutual FundsInsurance SolutionsBusiness DevelopmentB2B SalesInvestment AdvisoryAlternative InvestmentsBondsEquity