Wealth Manager : NRI

Join Our Mission at SBNRI

Now Hiring: Wealth Manager – NRI Clients

Location:

Experience Required:

About SBNRI:

Wealth Manager

About the Role – Wealth Manager (NRI Portfolio):

As a Wealth Manager at SBNRI, you will be at the forefront of managing and growing high-value portfolios for NRI HNI (High Net-Worth Individual) clients. This is your opportunity to build lasting relationships while delivering high-impact investment strategies involving PMS, AIFs, and Mutual Funds.

Key Responsibilities:

🔹 Manage and grow a portfolio of NRI HNI clients

🔹 Provide expert advice and end-to-end investment planning across:

PMS (Portfolio Management Services)

AIFs (Alternative Investment Funds)

Mutual Funds

🔹 Understand each client’s financial goals and risk appetite to create customized wealth strategies

🔹 Maintain high levels of client satisfaction through regular communication and performance updates

🔹 Collaborate closely with internal teams to deliver seamless onboarding and investment experiences

🔹 Stay updated with market trends and regulatory changes to offer timely insights

Ideal Candidate Profile:

Experience:

Expertise in Financial Products:

NRI Experience Preferred:

Strong Interpersonal Skills:

Analytical Thinker:

Why Join SBNRI?

At SBNRI, you won’t just be managing wealth – you’ll be shaping the future of NRI finance. We offer:

✨ A high-growth startup environment with meaningful ownership

✨ Opportunities to innovate and lead in a niche yet high-potential market

✨ Collaborative, transparent, and inclusive company culture

✨ Access to premium tools, products, and a passionate team

Interested or Know Someone Who’d Be a Great Fit?

sanskriti@sbnri.com

🔗 Let’s simplify wealth management for NRIs – together.