Manager - HNI

Lemonn | Making Trading Easy and Accessible For India; Mumbai; On-site; INR 3,500,000 - 5,500,000; Full time

Benefits offered by this job

Maternity/Paternity leave

Gender reassignment surgery

Job summary

Lemonn is building a simple and trusted platform to make investing and wealth creation more accessible to every Indian. The goal is to simplify the complexities of financial markets and empower users to make informed investment decisions.

We are seeking wealth managers to build and manage relationships with HNIs, UHNIs, family offices, and institutions at Lemonn. This role requires deep financial acumen and the ability to curate personalized digital asset strategies with discretion and

Qualifications

• 5-10 years of experience in wealth management, private banking, or investment advisory.
• Strong knowledge of financial markets, portfolio management, and emerging asset classes.
• Proven track record in managing and growing HNI, UHNI, and institutional relationships.

Responsibilities

• Build and manage an exclusive portfolio of HNI, UHNI and institutional clients as their trusted advisor in digital Equity.
• Understand client objectives and design customized investment strategies across crypto and digital Equity.
• Leverage Lemonn's research and strategies to deliver differentiated opportunities.
• Build relationships with ecosystem partners and institutions to expand client opportunities.
• Work with research, strategy, and partnerships teams to deliver seamless client outcomes.
• Drive client satisfaction, portfolio growth, and long-term relationship value.

Skills

Wealth management

Portfolio management

Client relationships

Job description

Lemonn is building a simple and trusted platform to make investing and wealth creation more accessible to every Indian. Our goal is to simplify the complexities of financial markets and empower users to make informed investment decisions.

We are focused on creating a seamless investing experience backed by technology, insights, and a strong customer-first approach. As we continue to grow, we are building innovative products and experiences to become a preferred wealth-tech destination for investor

About the Role

We are seeking well connected, resourceful, and client-obsessed Wealth Managers and Senior Wealth Managers to build and manage relationships with HNIs, UHNIs, family offices, and institutions at Lemonn. This role requires deep financial acumen, an intuitive understanding of investor needs, and the ability to curate personalized digital asset strategies with discretion and excellence - Crypto knowledge is important but not necessary.

What You Will Do

• Build and manage an exclusive portfolio of HNI, UHNI, family office, and institutional clients, serving as their trusted advisor in digital Equity.
• Understand client objectives and design customized investment strategies across crypto and digital Equity.
• Leverage Lemon's research, strategies to deliver differentiated opportunities.
• Build impactful relationships with ecosystem partners and institutions to expand client opportunities.
• Work closely with research, strategy, and partnerships teams to deliver seamless client outcomes.
• Drive client satisfaction, portfolio growth, and ensure long-term relationship value.

What You Should Have

• 5-10 years of experience in wealth management, private banking, or investment advisory.
• Strong knowledge of financial markets, portfolio management, and emerging asset classes.
• Proven track record in managing and growing HNI, UHNI, and institutional relationships.

Life at Lemonn

We take great pride in what we do, and are committed to our mission. And we have a lot of fun while at it!

Here’s how we do things at Lemonn:

• Customer-first: That’s the North Star. Everything we do is to make our users’ investment experience better and simplified.
• Ownership: We don’t sport lab coats, but we experiment—a lot. And we take ownership. We even have a catchphrase for this: Think big, fail fast, and build better.
• Data-driven: The source of truth. Simple as that.
• Fun: PS5, anyone? Or do you prefer Foosball? Or perhaps Carrom? And yes, our HR team has a whole list of activities: Disco nights, off-sites, gift boxes, and more!

Speaking of lists, the perks and benefits are so extensive, this space isn’t enough. Here are a few:

• Parenthood: Up to 8 months of Maternity leave and 1 month of Paternity leave
• Gender Reassignment Surgery: Be the best version of you! We’ll support you and reimburse your medical bill.

Disclaimer: We are an equal opportunity employer committed to building a respectful and empowering work environment for all people to freely express themselves amongst colleagues who embrace diversity in all respects. Including fresh voices and unique points of view in all aspects of our business not only creates an environment where we can all grow and thrive but also increases our potential to produce work that better represents—and resonates with—the world around us.