Wealth Partner

HR PLACEMENT CONSULTANTS (HRPC); Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

HR PLACEMENT CONSULTANTS (HRPC) in Mumbai seeks experienced Wealth Partners to guide high-net-worth clients towards financial goals. The role focuses on building exclusive client relationships, growing AUM, and delivering tailored investment strategies.

You will provide investment advisory, cross-sell a range of products, and drive revenue through portfolio expansion with a client-centric approach. Prior wealth management experience and relevant certifications are preferred.

Qualifications

• 3–10+ years in Wealth Management / Private Banking / Investment Advisory.
• Strong HNI/UHNI client acquisition and relationship management experience.
• Proven AUM growth and revenue generation track record.
• Experience selling Mutual Funds, PMS, AIFs, Bonds, Insurance and other investment products.
• NISM/IRDA certifications are an added advantage.

Responsibilities

• Build and manage HNI/UHNI client relationships.
• Acquire new clients and grow Assets Under Management (AUM).
• Provide investment advisory and wealth planning solutions.
• Cross-sell third-party investment products including Mutual Funds, PMS, AIFs, Bonds, Insurance, and Structured Products.
• Drive revenue growth through portfolio expansion and client engagement.

Skills

Wealth management

Client acquisition

Relationship management

Investment advisory

AUM growth

Job description

Are you passionate about helping HNI & UHNI clients achieve their financial goals?

We are hiring experienced Wealth Partners / Wealth Managers to join a leading financial services organisation in Mumbai.

Industry: Wealth Management | Banking | Financial Advisory

Key Responsibilities:

• Build and manage HNI/UHNI client relationships
• Acquire new clients and grow Assets Under Management (AUM)
• Provide investment advisory and wealth planning solutions
• Cross-sell third-party investment products including Mutual Funds, PMS, AIFs, Bonds, Insurance, and Structured Products
• Drive revenue growth through portfolio expansion and client engagement

Preferred Experience:

• 3–10+ years in Wealth Management / Private Banking / Investment Advisory
• Strong HNI/UHNI client acquisition and relationship management experience
• Proven AUM growth and revenue generation track record
• Experience in selling Mutual Funds, PMS, AIFs, Bonds, Insurance, and other investment products
• NISM/IRDA certifications will be an added advantage