
Client Financial Partner

Client Financial Partner
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Applications
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About the Job
Skills
A fast-growing, well-funded investment platform managing ₹7,000+ Crores in client assets is seeking Senior Wealth Managers to fuel its next growth phase.
If you’ve spent a decade building trusted relationships with India’s wealthy and ultra-wealthy, this is your next big move. You'll design customized investment strategies, help clients grow sustainable returns, and be a key driver of asset growth across major markets.
What you’ll do:
- Build and manage a high-quality HNI/UHNI client base
- Deliver bespoke financial solutions aligned with client goals
- Drive regional AUM growth and client retention
- Continuously review and diversify client portfolios
- Provide proactive market insights and strategic advice
What we expect:
- 10+ years of experience in wealth management, AMCs, or financial advisory
- Exceptional communication and relationship management skills
- Strong analytical ability to match client needs with products
- A proven track record in a target-driven environment
- NISM certifications (Mutual Funds & PMS Distributor)
Who thrives here:
Mission-driven professionals who can simplify complex investment strategies and put client interests first.
About the company
Industry
Human Resources Services
Company Size
11-50 Employees
Headquarter
PAN India
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