Sr. Private Wealth

As a Sr. Private Wealth professional based in Mumbai, you will have the opportunity to work full-time on-site. Your core responsibility will be managing and expanding a portfolio of Ultra high-net-worth clients through the provision of comprehensive wealth management and financial advisory services. You will lead a team of Private Wealth Managers, overseeing their day-to-day activities which include developing tailored investment strategies, conducting financial analysis, and ensuring client accounts are in line with investment objectives. Collaboration with internal teams, engagement in business development initiatives, and mentoring junior team members will be key components of your role. The ideal candidate for this position must possess a minimum of 5 years of experience in Private Wealth Management, specifically handling AUM of 300 Cr. or more along with a team. If you are an experienced Private Wealth Professional seeking a challenging yet rewarding opportunity to excel in a dynamic environment, this role may be the perfect fit for you.,