Wealth Manager

Allvest Securities; Mumbai; On-site; INR 800,000 - 2,500,000; Full time

Job summary

Allvest Securities in Mumbai is seeking dynamic Relationship Managers / Wealth Managers to build and manage a high-quality client portfolio, drive revenue growth, and offer bespoke investment solutions.

This role is ideal for professionals who want to move beyond transactional selling into true wealth advisory with strong earning upside and product depth, including access to fixed income, bonds, and structured opportunities.

Qualifications

• 48 years of experience in wealth management / private banking / financial services.
• Strong understanding of investment products (fixed income preferred).
• Existing client relationships are a plus.
• Entrepreneurial mindset with strong drive for growth.

Responsibilities

• Acquire and manage HNIs / UHNIs / affluent clients
• Drive AUM growth through advisory-led sales across fixed income, bonds, and structured products
• Build long-term relationships and act as a trusted investment advisor
• Cross-sell investment opportunities aligned with client goals
• Maintain high levels of client engagement and satisfaction

Skills

Relationship management

Wealth management

AUM growth

Investment advisory

Fixed income

Bonds

Structured products

Job description

Role Overview

We are looking for dynamic Relationship Managers / Wealth Managers to build and manage a high-quality client portfolio, drive revenue growth, and offer bespoke investment solutions.

This role is ideal for professionals who want to move beyond transactional selling into true wealth advisory with strong earning upside and product depth.

Key Responsibilities

• Acquire and manage HNIs / UHNIs / affluent clients
• Drive AUM growth through advisory-led sales across fixed income, bonds, and structured products
• Build long-term relationships and act as a trusted investment advisor
• Cross-sell investment opportunities aligned with client goals
• Maintain high levels of client engagement and satisfaction

What Makes This Role Attractive

1. High-Quality Client Exposure

• Focus on affluent / HNI segment
• Opportunity to build a meaningful and scalable book
• Strong internal support for client acquisition and product access

2. Strong Earning Potential

• Highly competitive payout structure
• Opportunity to earn significantly higher than traditional wealth firms
• Direct linkage between revenue generated and incentives earned

3. Superior Product Suite

• Along with high end PMS & AIF solutions you will have access to superior research support along with debt market exposure with our robust fixed income, bonds, and structured opportunities provided through our online digital bond platform
• Ability to offer differentiated, non-commoditized products
• Focus on stable and predictable return strategies, attractive for HNI clients

4. Entrepreneurial Work Environment

• Build your own client book like a business within the firm
• High ownership with minimal bureaucracy
• Faster decision-making and execution

5. Early-Stage Growth Advantage

• Be part of a new-age platform with strong growth vision
• Opportunity to grow into leadership roles as the company scales
• Direct visibility with leadership team

6. Brand Positioning & Credibility

• Positioned as a specialized fixed income & structured solutions platform
• Focus on quality over quantity, enhancing advisor credibility
• Strong emphasis on ethical advisory and client-first approach

Ideal Candidate Profile

• 48 years of experience in wealth management / private banking / financial services
• Strong understanding of investment products (fixed income preferred)
• Existing client relationships are a plus
• Entrepreneurial mindset with strong drive for growth

Why Join Allvest?

If youre looking to:

• Move beyond product pushing into true advisory
• Build a large, high-quality client book
• Work in a high-growth, entrepreneurial setup

Allvest Securities offers the right platform to accelerate your career.