Wealth Manager (Mumbai)

Job Description

Wealth Manager – Private Client Group (UHNI)

Segment: Ultra-HNI Private Client Group

Role Overview

As a trusted advisor and primary point of contact, you will architect bespoke, goal-aligned investment solutions across asset classes, steward client portfolios with discretion, and grow assets under management and long-term relationship value.

• Advise UHNI clients and family offices on bespoke, goal-based wealth strategies aligned to their objectives and risk profile.
• Expand the practice by acquiring marquee relationships through referrals, professional networks and existing clients, growing assets under management.
• Maintain proactive, structured engagement with clients and prospects, keeping them informed with timely market and portfolio insights.
• Lead periodic portfolio reviews and recommend rebalancing in line with evolving goals and market conditions.
• Deepen wallet share through suitable cross-asset solutions, keeping clients abreast of primary and secondary market opportunities.
• Deliver curated research, product insights and thought leadership in coordination with the investment and marketing teams.

• Exceptional relationship-building and interpersonal skills with UHNI clients.
• Articulate communicator able to convey complex investment concepts with clarity and conviction.
• Strong executive presence and the gravitas to represent the firm before discerning clients.
• Sound analytical and numerical acumen to translate client objectives into investment strategies.
• Composure, resilience and a results-oriented approach while delivering against ambitious targets.
• A keen commercial sense for identifying value-accretive opportunities.
• Unwavering adherence to compliance, suitability and documentation standards.

• Experience: 5+ years in Wealth Management, Financial Planning and Investment Advisory.
• Product expertise: Demonstrated command of multi-asset solutions – Insurance, Fixed Deposits,
• Mutual Funds, PMS, AIF and allied instruments.
• Track record: Proven record of AUM growth, with an existing book size of at least ₹10 Cr.

• The mandate to build a marquee UHNI Private Client Group on a next-generation, open-architecture wealth platform.
• Competitive fixed compensation with performance-linked incentives and a clear trajectory for growth as MIDASX scales.