Wealth Manager

Equentis Wealth Advisory; Mumbai City; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai seeks a relationship manager to acquire new high net worth clients and grow existing portfolios through personalized investment guidance.

You will tailor strategies, align with risk tolerance, and collaborate with internal teams to resolve client queries while exploring cross-selling opportunities across insurance, mutual funds, PMS, AIFs, structured products, stock broking services.

Qualifications

• Experience in wealth management or financial advisory preferred.
• Strong communication and relationship-management skills.
• Ability to assess client risk tolerance and tailor investment strategies.

Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
• Provide personalized investment advice to HNI clients, ensuring alignment with their financial goals and risk tolerance.
• Identify cross-selling opportunities for products such as insurance, fixed deposits, mutual funds, PMS, AIFs, structured products, stock broking services, etc.
• Develop and maintain a deep understanding of client needs through regular communication and relationship-building activities.
• Collaborate with internal teams to resolve client queries and issues in an efficient manner.

Job description

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
• Provide personalized investment advice to HNI clients, ensuring alignment with their financial goals and risk tolerance.
• Identify cross-selling opportunities for various products such as insurance, fixed deposits, mutual funds, PMS, AIFs, structured products, stock broking services, etc.
• Develop and maintain a deep understanding of client needs through regular communication and relationship-building activities.
• Collaborate with internal teams to resolve client queries and issues in an efficient manner.