Private Wealth Manager

Join Our Mission at SBNRI

Now Hiring: Wealth Manager NRI Clients Location: Gurgaon

Experience Required: 27 years

About SBNRI:

SBNRI (Simplifying Banking and Remittances for NRIs) is a fintech startup revolutionizing financial services for Non-Resident Indians (NRIs) across the globe. Our platform provides curated banking, investment, and remittance solutions tailored to NRI needs. As we scale new heights, we are looking to expand our wealth management team with a passionate and experienced Wealth Manager.

About the Role Wealth Manager (NRI Portfolio):

As a Wealth Manager at SBNRI, you will be at the forefront of managing and growing high-value portfolios for NRI HNI (High Net-Worth Individual) clients. This is your opportunity to build lasting relationships while delivering high-impact investment strategies involving PMS, AIFs, and Mutual Funds.

Key Responsibilities:

Manage and grow a portfolio of NRI HNI clients

Provide expert advice and end-to-end investment planning across:

PMS (Portfolio Management Services)

AIFs (Alternative Investment Funds)

Mutual Funds

Understand each client's financial goals and risk appetite to create customized wealth strategies

Maintain high levels of client satisfaction through regular communication and performance updates

Collaborate closely with internal teams to deliver seamless onboarding and investment experiences

Stay updated with market trends and regulatory changes to offer timely insights

Ideal Candidate Profile:

Experience: 27 years in wealth management, private banking, or investment advisory

Expertise in Financial Products: Deep understanding of PMS, AIFs, and Mutual Funds

NRI Experience Preferred: Prior work with NRI clientele will be an added advantage

Strong Interpersonal Skills: Exceptional communication, trust-building, and relationship-management abilities

Analytical Thinker: Ability to interpret financial data, understand market movements, and recommend suitable investments.

Why Join SBNRI

At SBNRI, you won't just be managing wealth you'll be shaping the future of NRI finance. We offer:

A high-growth startup environment with meaningful ownership

Opportunities to innovate and lead in a niche yet high-potential market

Collaborative, transparent, and inclusive company culture

Access to premium tools, products, and a passionate team

Interested or Know Someone Who'd Be a Great Fit

Send your CV or referrals to: [Confidential Information]

Let's simplify wealth management for NRIs together.