Wealth Manager
Company: Magnus Hathaway Investments
Location: Mumbai
Experience: 1–2 Years
Role Overview
We are looking for a dynamic Wealth Manager / Relationship Manager to acquire, engage, and manage client relationships while providing investment solutions across wealth management products.
Key Responsibilities
- Acquire and onboard new clients.
- Build and maintain strong client relationships.
- Assist clients with investments across Mutual Funds, PMS, AIFs, and Fixed Income products.
- Conduct portfolio reviews and investment discussions.
- Support client onboarding, KYC, transactions, and servicing.
- Identify opportunities for cross-selling and increasing client wallet share.
- Maintain client records and CRM updates.
- Ensure compliance with regulatory and internal guidelines.
Requirements
- 1–2 years of experience in Wealth Management, Banking, Mutual Funds, Financial Advisory, or Financial Services.
- Strong communication and relationship management skills.
- Good understanding of financial markets and investment products.
- Graduate in Finance, Commerce, Business, or related fields.
- NISM certification preferred.
Interested candidates can share their resume.
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
