M
Wealth Manager
M
Wealth Manager
myrem relocation- Posted 21 hours ago
- Be among the first 10 applicants
Job Description
Wealth Manager – HNI/UHNI & Family Office
Location: Kurla, Mumbai
Work Mode: In-person
We are looking for a dynamic and client-focused Wealth Manager to manage and expand relationships with HNI, UHNI, and Family Office clients.
Key Responsibilities:
Acquire and manage HNI, UHNI, and Family Office clients.
Build B2B relationships with corporates, financial partners, and institutional networks.
Advise clients across:
Mutual Funds
PMS & AIFs
Bonds & Fixed Income
Insurance Products
Structured Products
Equity & Alternative Investments
Understand client goals and provide customized portfolio strategies.
Drive revenue through cross-selling and upselling.
Maintain long-term relationships with key clients and stakeholders.
Track market trends, investment opportunities, and economic developments.
Coordinate with investment and research teams.
Have a basic understanding of Forex and global investment markets.
Ensure compliance with regulatory and internal guidelines.
Required Skills & Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field.
MBA/CFP/NISM certifications preferred.
Experience in Wealth Management or Investment Advisory.
Strong B2B sales experience in investment products.
Experience handling HNI/UHNI/Family Office clients.
Good understanding of financial markets and wealth products.
Excellent communication, presentation, negotiation, and networking skills.
Strong relationship management and revenue-generation capabilities.
Preferred Candidate Profile:
Candidates from Private Banks, Wealth Management Firms, NBFCs, Broking Firms, or Investment Advisory companies are preferred.
An existing HNI/UHNI client network will be an added advantage.
How to Apply
Interested candidates can share their latest updated CV at:
[Confidential Information]
Contact:
9975745325
8459945727
If you are an experienced Wealth Manager with a strong HNI/UHNI network and investment-product sales background, we would be happy to connect with you.
Location: Kurla, Mumbai
Work Mode: In-person
We are looking for a dynamic and client-focused Wealth Manager to manage and expand relationships with HNI, UHNI, and Family Office clients.
Key Responsibilities:
Acquire and manage HNI, UHNI, and Family Office clients.
Build B2B relationships with corporates, financial partners, and institutional networks.
Advise clients across:
Mutual Funds
PMS & AIFs
Bonds & Fixed Income
Insurance Products
Structured Products
Equity & Alternative Investments
Understand client goals and provide customized portfolio strategies.
Drive revenue through cross-selling and upselling.
Maintain long-term relationships with key clients and stakeholders.
Track market trends, investment opportunities, and economic developments.
Coordinate with investment and research teams.
Have a basic understanding of Forex and global investment markets.
Ensure compliance with regulatory and internal guidelines.
Required Skills & Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field.
MBA/CFP/NISM certifications preferred.
Experience in Wealth Management or Investment Advisory.
Strong B2B sales experience in investment products.
Experience handling HNI/UHNI/Family Office clients.
Good understanding of financial markets and wealth products.
Excellent communication, presentation, negotiation, and networking skills.
Strong relationship management and revenue-generation capabilities.
Preferred Candidate Profile:
Candidates from Private Banks, Wealth Management Firms, NBFCs, Broking Firms, or Investment Advisory companies are preferred.
An existing HNI/UHNI client network will be an added advantage.
How to Apply
Interested candidates can share their latest updated CV at:
[Confidential Information]
Contact:
9975745325
8459945727
If you are an experienced Wealth Manager with a strong HNI/UHNI network and investment-product sales background, we would be happy to connect with you.
More Info
Key Skills
Bonds
AIFs
Insurance Products
Global Investment Markets
About Company
Skills:
Mutual Funds, Fixed Income Products, Bonds, AIFs, Insurance Products, structured products, B2b Sales, Alternate Investments, Equity, Wealth Management, PMS, Forex Markets, Financial Markets, Investment Advisory
Skills:
Aif, investment products, Mutual Funds, Financial Markets, Corporate FD, PMS, Insurance, SGB
Skills:
Mutual Fund, PMS, Ultra HNI, Wealth Investment Advisor
Skills:
Virtual Presentations, Client Meetings, Equity Markets, High Ticket Sales
Skills:
debt market, Goal based Investing, Tax Planning, Financial Products, Health Insurance, Mutual Funds, retirement planning, Financial Markets, Financial Planning, Wealth Management