Bengaluru
Mumbai
Delhi
Full-Time
Executive: 10 to 30 years
Posted on Apr 28 2025

Not Accepting Applications

About the Job

Skills

Client Relationship Management
Risk Assessment
Budget Management
Wealth Management Services
Portfolio Management
NISM
Financial Advisory
Exceptional communication

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

Based on idea to build next Generation Organisation and data-driven employee Insights, deliver impact and create an inspired workforce. We empower organisations via Technology Innovations and thus impact Talent Attraction, Employee Experience and Productivity. Our success is determined by ROI for the organisation and delta created in the HR Blueprint post our partnership. We create solutions th ...Show More

Industry

Human Resources Services

Company Size

11-50 Employees

Headquarter

PAN India

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