Wealth Manager

Mentra Hr Services; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Mentra Hr Services in Mumbai is seeking an experienced wealth management advisor to develop and manage relationships with high-net-worth clients, understanding their financial goals and investment needs.

You will market and distribute a broad suite of wealth products including PMS, Global PMS, Fixed Income, and Private Market / Pre-IPO / Structured Deals, while driving revenue through cross-selling and client acquisition.

Qualifications

• Experience in wealth management, private banking, or financial advisory.
• Strong understanding of capital markets and wealth products.
• Excellent communication and interpersonal skills.
• Proven track record in acquiring clients and generating revenue.
• MBA/CFA preferred.

Responsibilities

• Develop and manage relationships with HNI/UHNI clients to understand their financial goals and investment needs.
• Market, advise, and distribute a wide range of wealth products including: in-house investment solutions, PMS, Global PMS, Fixed Income, Private Market / Pre-IPO / Structured Deals.
• Drive revenue generation through cross-selling and upselling of wealth products.
• Provide strategic investment advice aligned with client risk profile and market outlook.
• Identify new business opportunities and acquire new clients through networking and referrals.
• Stay updated on market trends, economic developments, and product offerings.
• Coordinate with internal teams and external partners to ensure seamless execution of transactions.
• Maintain high standards of compliance, documentation, and client servicing.

Skills

Wealth management

Client acquisition

Cross-selling / upselling

Financial advisory

Market knowledge

Education

Bachelor's degree in Finance or Business

MBA or CFA preferred

Job description

Role & responsibilities:

• Develop and manage relationships with HNI/UHNI clients to understand their financial goals and investment needs
• Market, advise, and distribute a wide range of wealth products including:
  • In-house investment solutions
  • Portfolio Management Services (PMS) and Global PMS
  • Fixed Income Products
  • Private Market / Pre-IPO / Structured Deals
• Drive revenue generation through cross-selling and upselling of wealth products
• Provide strategic investment advice aligned with client risk profile and market outlook
• Identify new business opportunities and acquire new clients through networking and referrals
• Stay updated on market trends, economic developments, and product offerings
• Coordinate with internal teams and external partners to ensure seamless execution of transactions
• Maintain high standards of compliance, documentation, and client servicing

Preferred candidate profile:

• Bachelors degree in Finance, Business, or related field (MBA/CFA preferred)
• 3–8 years of experience in wealth management, private banking, or financial advisory
• Strong understanding of capital markets and wealth products (PMS, AIFs, Fixed Income, Global Investments, etc.)
• Proven track record in client acquisition and revenue generation
• Excellent communication, presentation, and interpersonal skills
• Strong analytical and advisory capabilities