Senior Portfolio Manager

ConfidentialMumbai, India

5 days ago

Job description

Job Title : Senior Relationship Manager- Wealth Management Solutions

Location : Mumbai - (with Travel)

Job Type : Full-time

Role Overview :

We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI's,family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms.

Key Responsibilities :

Client Acquisition & Relationship Management : Build and manage relationships with family offices, UHNIs.
Investment Advisory & Product Distribution : Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.
Business Growth & Strategy : Expand the wealth management business with a long-term vision.
Market Positioning & Networking : Represent Billionz at industry events and strengthen brand positioning.

Qualifications & Experience :

7-12 years in wealth management , managing HNIs and family offices.

Strong relationships with family offices, UHNIs.

Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM upto 50crs and a set of clients.

Proven ability to raise capital and manage large portfolios.

Entrepreneurial mindset with interest in running a venture with equity participation.

Experience in building and leading teams.

Willingness to travel for investor meetings and networking.

What We Offer :

Competitive Fixed + Variable Pay plus ESOPs.

Access to a premier network of UHNIs and family offices.

Long-term opportunity to scale a multi-family office.

Support of clients from the parent company and existing 100's of relationships.

Coaching / Mentoring from Harvard educated coaches.

Working Closely with Mr.Abhishek Goenka.

Skills Required

Relationship Management, Pms, Client Acquisition, Investment Advisory, structured products

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Portfolio Manager • Mumbai, India