Senior Manager – Wealth & Treasury Sales – Wealth Management Megma Services

The Corporate Institute; Bengaluru; On-site; INR 4,000,000 - 7,000,000; Full time

Benefits offered by this job

Competitive fixed + variable pay

ESOPs

Premier network of UHNIs and familyOff

Job summary

The Corporate Institute in Bengaluru is seeking a Senior Manager – Wealth & Treasury Sales to spearhead client acquisition and advisory for HNIs and family offices. You will leverage a strong network to drive investments in AIFs, PMS, REITs, and INVITs within a 5 Cr – 50 Cr ticket size.

Ideal candidate has 6–12 years in wealth management, owns a substantial AUM, and is ready to travel for investor meetings while expanding the multi-family office footprint.

Qualifications

• 6–12 years in wealth management with HNIs and family offices.
• Strong relationships with family offices and UHNIs.
• Expertise in wealth products and structured investments.
• Own AUM up to 50 Cr and a client base.
• Willingness to travel for investor meetings.

Responsibilities

• Client acquisition & relationship management with family offices and UHNIs.
• Investment advisory on MFs, AIFs, PMS, REITs and INVITs within ticket sizes.
• Business growth and long-term strategic expansion of wealth management.
• Represent the firm at industry events and strengthen brand positioning.

Skills

Relationship management

Investment advisory

Networking

Entrepreneurial mindset

Team leadership

Job description

Job Description:

Leading Wealth management and financial advisory firm requires Senior Manager – Wealth & Treasury Business – Bangalore.

One of our clients, a Multi-Family Office and Advisory firm, is a subsidiary of a leading financial services and Wealth management firm, a leading player in FX and Treasury management for over 20 years. We provide tailored investment solutions to High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts. Our bespoke investment advisory services are crafted to meet the unique objectives of each client, offering a state-of-the-art approach. Our extensive industry network, collaborations, and credibility are the cornerstone of our success.

Role Overview:

• – We seek a Senior Manager – Sales in wealth management with an entrepreneurial mindset and 5 – 10 years of experience managing HNIs, 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 HNIs, 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 the firm at industry events and strengthen brand positioning.

Qualifications & Experience:

• – 6 – 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 up to 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 100s of relationships.
• – Coaching/Mentoring from Harvard educated coaches.