Wealth Manager - Affluent Wealth Segment | CTC : Up To 20 LPA

TekPillar

3 - 7 years

8 - 18 Lacs

mumbai mumbai suburban navi mumbai

Posted:6 days ago| Platform:

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Skills Required

wealth manager wealth imperia rm hni portfolio management private banking mutual funds burgundy rm portfolio priority banking acquisition personal banking premier hni sales ultra hni investment advisory private wealth preferred banking investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are hiring an experienced Wealth Manager to handle HNI and UHNI clients within the affluent wealth segment. The role focuses on managing a strong client book, growing AUM, and delivering customized investment solutions across multiple asset classes. Candidates from established wealth channels with a portable book are preferred.

Manage and acquire HNI and UHNI clients and secure mandates to manage their wealth
Build and manage customized investment portfolios aligned with client financial goals
Drive overall AUM growth and revenue through investment solutions such as Mutual Funds, PMS, AIFs, Bonds, FDs, unlisted shares, broking products, and related services
Strengthen long-term client relationships through regular engagement and advisory support

Key Requirements

Experience in handling HNI and UHNI clients
Minimum portable book size of 20 Cr
Candidates must be from Wealth Channel backgrounds
Preferred role titles include:

Privi RM
Burgundy RM
Wealth Manager
Imperia RM
Preferred RM

Qualifications & Experience

Graduate preferred; MBA or equivalent qualification is an added advantage
Minimum 2+ years of experience in Wealth Management, BFSI, or Broking Sales
Strong relationship management and communication skills
Strong inclination towards sales and client advisory

For More Information:

Komal B. / HR Team

Phone/WhatsApp: +91 93289 59079

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