Wealth Manager
Location: Lower Parel, Mumbai
About Rathik Corporate Advisors LLP
Rathik Corporate Advisors LLP is an investment banking and corporate advisory firm specializing in capital raising, SME IPOs, corporate finance, transaction advisory and strategic consulting.
As part of our expansion, we are launching our Wealth Management division and are looking for an entrepreneurial professional to establish and grow this business.
Role Overview
The selected candidate will be responsible for setting up and managing the Wealth Management division.
Initially, you will independently lead the function, drive client acquisition, establish processes, advise clients and build a scalable business. As the division grows, you will have the opportunity to build and lead your own team.
What We Offer
- Access to 1,000+ existing Income Tax and Accounting clients.
- Strong referral opportunities through our Investment Banking and Corporate Advisory businesses.
- An established professional brand with long-standing client relationships.
- Complete management support to build the Wealth Management vertical.
- Clear growth path to Business Head – Wealth Management based on performance.
Key Responsibilities
- Develop and grow the Wealth Management business.
- Convert existing clients into wealth management relationships.
- Acquire new HNI/UHNI clients.
- Advise clients on suitable investment products including Mutual Funds, PMS, AIFs, Fixed Income, Bonds, Insurance and other investment solutions.
- Build long-term client relationships and grow Assets Under Management (AUM).
- Develop business processes and ensure regulatory compliance.
- Build and lead the Wealth Management team as the business expands.
Desired Profile
- 2–5 years' experience in Wealth Management, Private Banking or Financial Advisory.
- Strong understanding of Mutual Funds, PMS, AIFs and other investment products.
- Proven client acquisition and relationship management skills.
- Entrepreneurial mindset with the ability to work independently.
- NISM certifications preferred.
Compensation
- Competitive fixed salary.
- Attractive performance-linked incentives.
- Long-term leadership and growth opportunity.
Why Join Us?
This is a unique opportunity to build a Wealth Management business with the backing of an established investment banking and corporate advisory firm. Instead of starting from scratch, you will have access to an existing client base, a trusted brand and a strong cross-selling ecosystem, giving you the platform to create a successful and scalable wealth management practice.
Work Location: In person
