Wealth sales- Mum
Posted May 18, 2026
Leading Wealth Mgt and financial advisory firm requires Mgr/ Sr Manager (Sales)- Wealth & Treasury sales- Mumbai/Thane/ Navi Mumbai
One of our client a Multi-Family Office and Advisory firm, is a subsidiary of leading financial services and Wealth mgt firm a leading player in FX and Treasury management for over 20 years.We provide tailored investment solutions to High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts. Our bespoke investment advisory services are crafted to meet the unique objectives of each client, offering a "state-of-the-art" approach. Our extensive industry network, collaborations, and credibility are the cornerstone of our success
We are looking out for Mgr/ Sr Mgr- Wealth and Treasury sales for Mumbai /Thane /Navi Mumbai locations
Key Responsibilities:
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Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. - Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a - 5 Cr - 50 Cr ticket size range. - Business Growth & Strategy: Expand the wealth management business with a long-term vision. - Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning. Qualifications & Experience:
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Over 4 years in wealth management , managing HNIs and family offices. - Strong relationships with family offices, UHNIs. - Expertise in wealth products, structured investments, and alternative asset classes. - They should have their own AUM up to 50crs and a set of clients. - Proven ability to raise capital and manage large portfolios. - Entrepreneurial mindset with interest in running a venture with equity participation. - Experience in building and leading teams. - Willingness to travel for investor meetings and networking. - Access to a premier network of UHNIs and family offices. - Long-term opportunity to scale a multi-family office. - Support of clients from the parent company and existing 100's of relationships. - Coaching/Mentoring from Harvard educated coaches