Hiring: Senior Wealth Manager & Financial Investment Advisor (MUMBAI/REMOTE) | Wealth Management Services
Finance manager @Makhija Placement posted 4 hours ago Shortlist Email JobJob Detail
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Job ID 95737
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Offered Salary 21000
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Career Level Manager
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Experience 5 Years
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Gender Male
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Industry Management
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Qualifications Degree Bachelor
Job Description
1. Introduction
Looking for a career in Wealth Management Services? Makhija Placement is hiring a Senior Wealth Manager to lead a team in Investment Banking and Asset Management. This is a high-impact role requiring deep knowledge of Financial Investment Advisor strategies and Portfolio Management.
2. Key ResponsibilitiesÂ
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Manage client portfolios using advanced Portfolio Management Software.
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Provide expert advice on Life Insurance, Business Insurance, and Tax Planning.
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Oversee Asset Management strategies to maximize ROI for high-net-worth individuals.
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Ensure all transactions comply with GST Consultant standards and international Financial Compliance laws.
3. RequirementsÂ
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Qualification: MBA in Finance, CA, or Certified Financial Planner.
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Experience: 5+ years in Investment Banking or Private Banking.
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Skills: Expertise in Risk Management, Wealth Management Services, and Corporate Finance.
4. BenefitsÂ
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Competitive salary with performance-based bonuses.
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Health and Life Insurance coverage.
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Opportunity to work with global Asset Management firms.
Introduction: The Future of Wealth Management Services
The financial landscape in 2026 is evolving rapidly. As the demand for sophisticated Wealth Management Services grows, top-tier firms are looking for leaders who understand more than just numbers. At Makhija Placement, we are currently scouting for a Senior Wealth Manager and Financial Investment Advisor to join a leading global enterprise. This role is not just a job; it is a gateway to the most prestigious Investment Banking Jobs in India today.
The Role: Beyond Traditional Asset Management
In this position, you will be responsible for overseeing comprehensive Asset Management strategies for high-net-worth individuals (HNWIs) and corporate entities. The modern Financial Investment Advisor must be adept at navigating volatile markets while utilizing cutting-edge Portfolio Management Software to ensure consistent ROI.
Detailed Key Responsibilities
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Strategic Portfolio Oversight: Design and implement Asset Management plans that align with long-term financial goals. You will move beyond simple stocks and bonds into alternative investments and global equity.
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Investment Banking Integration: Collaborate with Investment Banking teams to identify unique opportunities for capital growth and corporate restructuring.
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Risk Mitigation & Business Insurance: Evaluate client risks and recommend robust Business Insurance and Professional Indemnity solutions to safeguard assets.
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Compliance & GST Consultation: Stay updated on the latest Financial Compliance laws. You will work closely with GST Consultant teams to ensure all advisory services are tax-efficient and fully legal.
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Client Relationship Management: Act as the primary point of contact for premium clients, providing regular updates on Wealth Management Services performance and market outlooks.
Technical Expertise: Modern Financial Tools
The ideal candidate is a “Digital Finance” expert. You must be proficient in:
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Portfolio Management Software: Proficiency in tools like Bloomberg Terminal, Morningstar Direct, or custom Enterprise Resource Planning (ERP) financial modules.
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AI-Driven Analytics: Using AI to predict market shifts in the Banking and Insurance sectors.
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Digital Tax Filing: Understanding how automated GST Consultant platforms integrate with corporate accounting.
Required Qualifications & Experience
To be successful in this high-stakes environment, candidates must possess:
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Education: An MBA in Finance from a premier institute, or a Chartered Accountant (CA) / CFA Level 3 certification.
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Experience: A minimum of 7-10 years in Investment Banking, Private Banking, or Asset Management.
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Skills: Exceptional communication skills, a deep network within the Financial Services industry, and a proven track record of managing portfolios exceeding ₹100 Crores.
Why Choose This Career Path?
Working in Wealth Management Services offers one of the highest salary-to-growth ratios in the Indian economy. As firms increase their focus on Asset Management, the need for certified Financial Investment Advisors has never been higher.
Salary and Benefits Package
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Annual CTC: ₹25,00,000 – ₹45,00,000 (Based on experience).
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Performance Bonuses: Industry-leading commission structures on portfolio growth.
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Insurance Coverage: Comprehensive Life Insurance, Health Insurance, and Accidental Coverage for you and your family.
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Travel: Opportunities for international financial summits and networking events.
How to Apply via Makhija Placement
Interested candidates should prepare a detailed CV highlighting their experience in Investment Banking and Portfolio Management. Click the “Apply Now” button below to submit your profile. Our consultants will review your application for the Senior Wealth Manager position within 48 hours.