Wealth Manager - Corporate and Investors Onboard

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 900,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Bandra West, Mumbai, seeks a Wealth Manager to onboard corporate and investor clients, explain services, and coordinate with the advisory team.

The role focuses on accurate documentation, strong client interaction, and timely onboarding. Candidates should have 4–5 years in wealth management or related fields, a finance-based degree, and credentials such as CFA/CFP/CWM are preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Business or a related field.
• 3-7 years in wealth management, private banking or client onboarding
• CFA, CFP, CWM or an equivalent credential is preferred

Responsibilities

• Explain products, fees, reporting and the service model clearly
• Hand the client over to the ongoing advisory team
• Keep CRM records and audit trails accurate, and track onboarding turnaround times

Skills

Asset classes

KYC

Consultative selling

Onboarding efficiency

CRM systems

Education

Bachelor's degree in Finance/Economics/Business

Tools

Salesforce

Avalos

Tremens

Excel

Job description

Job Title: Wealth Manager,

Location: Bandra West, Mumbai
Employment Type: Full-time
Experience Required: 4 years to 5 years

The compensation structure for this role includes a fixed component along with additional variable incentives.

Purpose: Bring Corporate and Investors Onboard This covers understanding their goals, completing compliance checks, and setting up Meetings so that are deals ready

Key responsibilities

• Explain products, fees, reporting and the service model clearly
• Hand the client over to the ongoing to advisory team
• Keep CRM records and audit trails accurate, and track onboarding turnaround times

Qualifications

• Bachelor's degree in Finance, Economics, Business or a related field
• 3-7 years in wealth management, private banking or client onboarding
• CFA, CFP, CWM or an equivalent credential is preferred

Skills

• Strong knowledge of asset classes, portfolio construction and risk profiling
• Understanding of KYC and suitability regulation
• Consultative communication and trust-building on
• Attention to detail and the ability to manage many onboarding’s at once
• Proficiency with CRM, portfolio and onboarding systems (Salesforce, Avalos, Tremens, etc.) and Excel

KPIs

• Onboarding turnaround time
• First-time-right documentation rate
• Compliance and audit findings
• Client satisfaction (NPS) at onboarding
• Assets funded within the target window

Reports to: Founder.