Cluster/Regional Head – Wealth Management – NBFC Talengage

The Corporate Institute; Mumbai; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

The Corporate Institute is seeking an experienced Wealth Manager in Mumbai to engage high-net-worth clients, propose financial strategies, and manage portfolios. The role involves direct client meetings, portfolio reviews, and acquiring new business.

Individuals with 10–20 years in private banking and a solid network of UHNW/HNWI clients are preferred, with strong communication skills. Eligibility includes degrees in economics/finance/business management and a deep understanding of investment

Qualifications

• 10-20 years of experience in private banking or wealth management.
• Degree in economics/accounting/finance/business management from a well known university.
• Strong understanding of investment products and asset classes.
• A good network of clients across UHNWI/HNWI, family offices and/or institutions.
• Strong communication skills.

Responsibilities

• Meeting with clients in person to discuss financial goals and needs, including recommending investment products.
• Team management and P&L.
• Acquisition of new clients.

Skills

Client meetings

Wealth management

Communication

Networking

Portfolio review

Financial advice

Education

Economics degree

Accounting degree

Finance degree

Business management degree

Job description

About Our Client:

The client is a leading NBFC company with multiple offices.

Job Description:

• Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products.
• Team management and P&L.
• Acquisition of new clients.
• Explaining various products and services to prospective clients.
• Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services.
• Reviewing clients' current investment portfolios and recommending changes to meet their needs.
• Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities.
• Providing financial advice and services to clients in order to meet their short-term and long-term financial goals.

The candidate should have the following:

• 10-20 years of experience within private banking or wealth management.
• Degree in economics/accounting/finance/business management from a well know university.
• A good understanding of investment products and asset classes.
• A good network of clients across UHNWI/HNWI, family offices and/or institutions.
• Strong communication skills.