UHNW Wealth Advisor & Client Portfolio Architect

JITO; Hinoba-an; On-site; PHP 796,000 - 1,327,000; Full time

Job summary

AUM Capital Market Private Limited Mumbai is seeking a Wealth & Relationship Manager to advise and sell a range of wealth products to Ultra High Net Worth and institutional clients. The role focuses on 360-degree financial planning, client acquisition, asset allocation, and maintaining ongoing client relationships.

You will build portfolios, assess risk profiles, and present MIS and performance reports to senior management, while ensuring regulatory compliance and adherence to internal

Qualifications

• Experience in 360-degree wealth planning and client advisory.
• Ability to manage relationships with HNI/UHNIs and institutional clients.

Responsibilities

• Advising and selling wealth products to HNI/UHNIs and institutional clients (PMS, MF, Direct, Pvt Equity, NCDs, Bonds, FDs, AIF).
• Acquiring new clients, activating inactive ones, and maintaining client retention.
• Prepare and present MIS, forecasts, and performance reports to senior management.
• Ensure compliance with regulatory standards and internal policies.

Skills

Wealth & Relationship Management

Wealth Management

Job description

AUM Capital Market Private Limited Mumbai is seeking a Wealth & Relationship Manager to advise and sell a range of wealth products to Ultra High Net Worth and institutional clients. The role focuses on 360-degree financial planning, client acquisition, asset allocation, and maintaining ongoing client relationships.

You will build portfolios, assess risk profiles, and present MIS and performance reports to senior management, while ensuring regulatory compliance and adherence to internal