Senior Wealth Manager

About Us :

We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights. Our team blends analytical rigor with deep market understanding to deliver solutions that drive real impact.

We’re now looking for a

Senior Wealth Manager

who thrives in dynamic environments, takes ownership from concept to completion, and ensures every project aligns with our strategic goals and client success standards.

Role : We are looking for a

Senior Wealth Manager

to lead and grow our high-value client portfolio. The ideal candidate will bring deep expertise in financial advisory,

PMS (Portfolio Management Services)

, and

AUM growth

, combined with a strong relationship management background.

You will act as a

trusted financial advisor

to HNIs and Ultra HNIs, offering goal-based, compliant, and high-quality wealth management solutions. This role demands strategic thinking, deep product knowledge, and the ability to deliver both advisory excellence and business growth.

Key Responsibilities :

Manage and grow a book of HNI / Ultra HNI clients, with a strong focus on

AUM expansion and retention.

Offer comprehensive

financial planning and investment advisory

across asset classes — PMS, mutual funds, alternate investments, structured products, insurance, and fixed-income instruments.

Maintain regular client interactions for portfolio reviews, asset allocation strategy, and performance updates.

Identify cross-selling and upselling opportunities aligned with client goals and risk appetite.

Partner with internal research, operations, and compliance teams to deliver seamless and compliant service.

Stay updated on

market trends, SEBI guidelines, PMS regulations,

and macro-economic movements.

Lead by example in maintaining client ethics, transparency, and confidentiality.

Contribute to business development through client acquisition, networking events, and relationship referrals.

Qualifications :

Graduate / Postgraduate in Finance, Commerce, Economics, or related disciplines.

Minimum 8 years

of experience in

Wealth Management / PMS / Investment Advisory

roles.

Valid

NISM certification (mandatory).

Proven track record in managing large AUM and HNI client portfolios.

Deep understanding of Portfolio Management Services (PMS), Alternate Investments, and Mutual Funds.

Excellent communication and interpersonal skills; ability to engage senior clients with credibility and trust.

Strong analytical mindset and ability to interpret market data into actionable investment strategies.

High integrity and professional ethics.

Skills : Experience in

Private Banking / Family Office / PMS firms

Exposure to CRM tools, portfolio analysis platforms, and financial planning software.

Leadership ability to mentor junior advisors or team members.

Why Join Us :

Work with seasoned financial professionals shaping growth strategies for top clients.

Be part of a team that values trust, precision, and impact.

Opportunities to lead high-visibility projects and grow into senior leadership roles.

Competitive compensation and a performance-driven culture.

Compensation :

Attractive fixed pay + performance-based incentives + annual bonus linked to AUM growth and client satisfaction.