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Wealth Manager

Company

TekPillar®

Location

Mumbai, Maharashtra

Type

Full-time

TekPillar is a recruitment partner supporting organizations with quality hiring across BFSI, IT, and Sales through structured sourcing and role-aligned talent deployment.


Location: Malad, Mumbai

CTC: ₹8 LPA – ₹20 LPA

Job Summary

We are hiring an experienced Wealth Manager to handle HNI and UHNI clients within the affluent wealth segment. The role focuses on managing a strong client book, growing AUM, and delivering customized investment solutions across multiple asset classes. Candidates from established wealth channels with a portable book are preferred.

Job Description

  • Manage and acquire HNI and UHNI clients and secure mandates to manage their wealth
  • Build and manage customized investment portfolios aligned with client financial goals
  • Drive overall AUM growth and revenue through investment solutions such as Mutual Funds, PMS, AIFs, Bonds, FDs, unlisted shares, broking products, and rela...

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