Senior Wealth Manager

MYREM Relocation; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

MYREM Relocation in Kurla, Mumbai invites a Wealth Manager to deepen relationships with HNI/UHNI and Family Office clients. This in-person role focuses on advisory across funds, bonds, insurance, structured products, and equities.

You will build B2B networks, drive revenue through cross-selling, and coordinate with research teams while ensuring regulatory compliance. A strong client-facing track record and MBA/CFP/NISM credentials are preferred.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• MBA/CFP/NISM certifications preferred.
• Experience in Wealth Management or Investment Advisory.
• Strong B2B sales experience in investment products.
• Experience handling HNI/UHNI/Family Office clients.
• Good understanding of financial markets and wealth products.
• Excellent communication, presentation, negotiation, and networking skills.
• Strong relationship management and revenue-generation capabilities.

Responsibilities

• Acquire and manage HNI, UHNI, and Family Office clients.
• Build B2B relationships with corporates, financial partners, and institutional networks.
• Advise clients across: Mutual Funds, PMS & AIFs, Bonds & Fixed Income, Insurance Products, Structured Products, Equity & Alternative Investments
• Understand client goals and provide customized portfolio strategies.
• Drive revenue through cross-selling and upselling. Maintain long-term relationships with key clients and stakeholders.
• Track market trends, investment opportunities, and economic developments.
• Coordinate with investment and research teams.
• Have a basic understanding of Forex and global investment markets.
• Ensure compliance with regulatory and internal guidelines.

Skills

B2B sales

Wealth management

Investment advisory

Client relationship management

Negotiation skills

Financial markets knowledge

Education

Bachelor's degree in Finance/Business/Economics

MBA/CFP/NISM certifications preferred

Job description

Wealth Manager – HNI/UHNI & Family Office

Location: Kurla, Mumbai

Work Mode: In-person

We are looking for a dynamic and client-focused Wealth Manager to manage and expand relationships with HNI, UHNI, and Family Office clients.

Key Responsibilities:

• Acquire and manage HNI, UHNI, and Family Office clients.
• Build B2B relationships with corporates, financial partners, and institutional networks.
• Advise clients across: Mutual Funds, PMS & AIFs, Bonds & Fixed Income, Insurance Products, Structured Products, Equity & Alternative Investments
• Understand client goals and provide customized portfolio strategies.
• Drive revenue through cross-selling and upselling.Maintain long-term relationships with key clients and stakeholders.
• Track market trends, investment opportunities, and economic developments.
• Coordinate with investment and research teams.
• Have a basic understanding of Forex and global investment markets.
• Ensure compliance with regulatory and internal guidelines.

Required Skills & Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• MBA/CFP/NISM certifications preferred.
• Experience in Wealth Management or Investment Advisory.
• Strong B2B sales experience in investment products.
• Experience handling HNI/UHNI/Family Office clients.
• Good understanding of financial markets and wealth products.
• Excellent communication, presentation, negotiation, and networking skills.
• Strong relationship management and revenue-generation capabilities.

Preferred Candidate Profile:

• Candidates from Private Banks, Wealth Management Firms, NBFCs, Broking Firms, or Investment Advisory companies are preferred.
• An existing HNI/UHNI client network will be an added advantage.

If you are an experienced Wealth Manager with a strong HNI/UHNI network and investment-product sales background, we would be happy to connect with you.