Senior Wealth Manager

Company Description ALTPORT FUNDS is a next-generation wealthtech platform that helps high-net-worth individuals, ultra-high-net-worth individuals, non-resident investors, and family offices discover and access curated PMS, AIF, and alternative investment opportunities. The firm uses a research-driven and technology-enabled approach to simplify investment discovery, fund selection, and portfolio diversification for modern wealth creators. Founded by Vikas Agrawal, who brings over 24 years of experience in wealth management and alternative investments, ALTPORT FUNDS combines deep industry expertise with innovative tools. The team focuses on transparent, data-backed insights and high-quality solutions for clients seeking sophisticated investment strategies.
Role Description The Senior Wealth Manager is a full-time, on-site role based in Mumbai, responsible for advising and managing the portfolios of HNIs, UHNIs, NRIs, and family offices. This role includes evaluating and recommending PMS, AIF, and alternative investment products, designing tailored wealth strategies, and overseeing implementation and ongoing portfolio monitoring. The Senior Wealth Manager will conduct in-depth financial and investment analysis, prepare client proposals and reports, and ensure that portfolios align with clients objectives, risk profiles, and regulatory requirements. Day-to-day responsibilities also include relationship management, regular review meetings, coordination with internal research and operations teams, and staying current with market trends and product developments.
Qualifications

• Candidates should possess strong skills in Financial Planning to design comprehensive wealth and retirement strategies, including goal-based planning and asset allocation.
• Candidates should possess solid Investment Management and Investments expertise to evaluate PMS, AIFs, and other alternative products, construct portfolios, and monitor performance and risk.
• Candidates should possess a robust understanding of Finance to interpret market data, analyze financial statements, and support data-driven decision-making.
• Candidates should possess knowledge of Insurance solutions to integrate protection, risk mitigation, and estate planning into overall wealth strategies.
• Advanced client relationship management skills, with the ability to communicate complex concepts clearly and build long-term trust across HNI and institutional segments.
• Relevant academic background in finance, economics, business, or a related field; professional certifications such as CFA, CFP, or equivalent are an advantage.
• Proven experience in wealth management or private banking, ideally working with PMS, AIFs, or alternative investments in a high-touch advisory environment.
• Strong analytical and problem-solving abilities, high ethical standards, and the capacity to work collaboratively with research, product, and operations teams.