Private Wealth Manager

SMC Investments; Mumbai, Delhi; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

SMC Investments in Mumbai seeks an accomplished wealth management leader to drive client acquisition and expand the wealth franchise. The role emphasizes mentoring leaders within the team and scaling the business while nurturing strong client relationships.

You will balance strategic vision with execution, targeting HNIs/UHNIs, family offices, and institutional clients to grow AUM and overall revenue. The ideal candidate has 7–15 years of wealth management experience and a proven track record.

Qualifications

• 7–15 years of wealth management experience with proven AUM growth.
• Strong network with HNIs, UHNIs, family offices, and institutional clients.
• Strategic mindset, business acumen, client advisory expertise, and leadership capabilities.

Responsibilities

• Client Acquisition: identify and attract high-net-worth clients through networks.
• Sales & Advisory: offer advisory services and investment product recommendations.
• Relationship Management: build and maintain long-term client relationships to grow AUM.
• Target Achievement: meet business targets related to AUM and revenue.

Skills

Strategic mindset

Business acumen

Client advisory

Leadership

Job description

Role Overview

In Private Wealth, you will play a pivotal role in leading and expanding our wealth management business. The role involves driving client acquisition at the highest levels, scaling the franchise, and mentoring leaders within the team. We are looking for a seasoned professional who can balance strategic vision with execution while nurturing strong client relationships and ensuring consistent business growth.

Key Responsibilities

• Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.


• Sales & Advisory: Offer in-house PMS and third-party investment products, including Mutual Funds, Bonds, SIPs, AIFs, Unlisted Shares, Equities, Commodities, and Currency.


• Relationship Management: Develop and maintain strong relationships with clients to address their financial goals and grow AUM.


• Target Achievement: Meet business targets related to client acquisition, business volume, and assets under management.

Desired Profile

• Experience: 7-15 years in wealth management with proven success in managing significant AUM.


• Network: Strong relationships with HNIs, UHNIs, family offices, and institutional clients.


• Skills: Strategic mindset, strong business acumen, client advisory expertise, and leadership capabilities.