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Wealth Manager

Wealth Manager

TekPillar®

2 years

0 Lacs

mumbai maharashtra india

Posted:12 hours ago| Platform:

Apply

Skills Required

portfolios drive engagement management communication

Work Mode

On-site

Job Type

Full Time

Job Description

Location:

CTC:

Job Summary

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

+91 93289 59079

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