Senior Wealth Manager - Sales - Bank (5-12 yrs)

Industry: Fintech

About the Company:

It is a global retail banking and wealth platform built for residents of emerging markets - including India, the Middle East, and Southeast Asia-who are embracing an international lifestyle.

What You'll Do:

• The company is seeking a Senior Wealth Manager / Private Banker - HNI & UHNI Client Acquisition (AUM Origination) for a full-time, on-site role based in Mumbai. This is a front-office, revenue-generating role focused on bringing fresh assets under management (AUM) onto the platform, ideally suited for professionals currently working in private banking, wealth management, multi-family offices, or investment advisory platforms.
• The successful candidate will be responsible for sourcing new client relationships, building a strong investor network, and onboarding high-net-worth and ultra-high-net-worth clients to the company's platform. Candidates with an existing HNI client network strongly preferred.

• Originate and onboard new clients and fresh AUM to the company's platform
• Build and maintain relationships with existing HNIs, UHNIs, founders, entrepreneurs, global professionals, and NRIs
• Develop and grow a personal pipeline of prospective investors through networking, referrals, and strategic partnerships
• Present the company's global banking and investment platform to prospective clients
• Convert prospects into long-term clients and grow their engagement with the platform
• Build and manage a scalable book of client assets while maintaining strong client relationships and retention
• Identify opportunities to deepen client relationships across global banking, investments, and cross-border financial solutions

• Build a book of - 50- 200+ crore of client assets over time
• Consistently originate new HNI / UHNI client relationships
• Establish the company as a trusted platform for global investing among your network
• Drive meaningful inflows onto the platform through referrals and strategic introductions

• Private bankers from leading banks or wealth platforms
• Relationship managers covering HNI / UHNI clients
• Advisors from multi-family offices or investment advisory firms
• Professionals with a strong founder, entrepreneur, or NRI client network

What We're Looking For:

• Proven track record of raising assets and acquiring new clients in wealth management, private banking, family offices, or investment advisory
• Strong network among HNI / UHNI / founder / NRI investor communities
• Deep understanding of investment products including equities, funds, global portfolios, and

• Excellent relationship-building, communication, and presentation skills
• Entrepreneurial mindset with strong commercial drive and ownership mentality
• Experience working with NRI, global professionals, or internationally diversified portfolios

is a strong advantage.

• 5-12 years of experience in wealth management, private banking, or investment advisory
• Relevant certifications such as CFA, CFP , or NISM are advantageous
• Bachelor's or Master's degree in Finance, Economics, Business, or a related field

• The company offers a unique platform for entrepreneurial wealth professionals who want to go beyond traditional private banking.
• With global investing capabilities, cross-border financial infrastructure, and a modern digital platform, the role provides the opportunity to build and scale a meaningful client franchise while helping investors access international opportunities that traditional domestic platforms often cannot offer.
• Top performers will have the opportunity to build a meaningful client franchise on the company's platform and grow alongside the firm as it scales globally.