Job
Description
Job Title: Wealth Advisor / Relationship Manager – HNI Clients Location: Mumbai About Us: We are a boutique Wealth Management and Family Office firm, deeply committed to managing and growing the financial well-being of our High Net Worth Individual (HNI) clients. We don’t push in-house products — instead, we act as trusted advisors, curating and recommending the best financial solutions across Mutual Funds, SIPs, PMS, AIFs, and Equities from top AMCs and investment providers. Who We're Looking For: We're on the lookout for a smart,Self- driven, and client-centric individual who can build deep relationships with HNI clients, understand their financial goals, and provide strategic investment advice tailored to their needs. What You'll Be Doing: Act as the single point of contact for assigned HNI clients for all wealth management and family office services. Understand client objectives, life goals, and financial situations through meaningful conversations. Analyze client portfolios and provide custom recommendations across MF, SIPs, PMS, AIFs, and equities. Collaborate with internal teams to ensure seamless service delivery and a great client experience. Stay up to date with market trends, product offerings, and client needs. Build trust and long-term relationships through transparent and consultative interactions. What You Bring: Experience in wealth management, financial advisory, or related fields (preferred but not mandatory). Strong communication and relationship-building skills. Analytical mindset with a passion for investments. A client-first attitude and a desire to make a meaningful impact on people's financial journeys. Who You Are: Passionate about wealth management, client engagement, and financial planning. Strong communicator who can simplify complex concepts and build rapport with HNI clients. Curious, analytical, and eager to continuously learn. Previous experience in wealth management or financial services is a plus but not mandatory.
