QuintEdge
Finance Jobsby QuintEdge

Private Wealth Manager for a premium vertical of Global Investment Company

Resource Advisory Junction

Mumbai, Maharashtra

Full TimePortfolio ManagementEasy Apply

Posted 15 May 2026

Job description

Job Description: Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product…