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For Employers

Wealth Manager

Topgear Consultants

4 - 9 years

10 - 20 Lacs

mumbai suburban mumbai (all areas)

Posted:2 days ago| Platform:

Apply

Skills Required

wealth management hni pms mutual funds portfolio management ultra hni bonds hni client handling aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Opening: Wealth Manager

Location: Bandra, Mumbai

About the Company

India-based asset management and wealth advisory firm

Role Overview

Wealth Manager

Key Responsibilities

Acquire and onboard
HNI/UHNI clients
through referrals, networking, and market mapping.
Build and manage long-term client relationships; act as a single point of contact for all wealth needs.
Advise clients across asset classes including
PMS, AIFs, Mutual Funds, Bonds, Unlisted Shares, and Insurance
.
Create and manage
customized investment portfolios
aligned with client goals, risk appetite, and investment horizons.
Provide holistic financial planning including
wealth preservation, tax efficiency, and succession planning
.
Track portfolio performance, conduct regular reviews, and recommend timely rebalancing.
Ensure adherence to regulatory guidelines and internal compliance standards.
Achieve assigned
revenue, AUM, and client acquisition targets
.
Stay updated on market trends and new investment products.

Desired Candidate Profile

Experience in
Wealth Management / Private Banking / Investment Advisory
.
Strong knowledge of financial products and capital markets.
Excellent relationship management and communication skills

preksha@topgearconsultants.com

Pl share your resume, Mentioning BELOW DETAILS.

1.Years of Exp into HNI Client Handling -

2. Current CTC -

3. Expected CTC -

4. Notice Period -

Regards,

Preksha S

Visit us at www.topgearconsultants.com

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