170 Wealth Management jobs in Mumbai

Role Overview

We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation of a Digital Wealth platform using Comarch. This role requires deep expertise in digital wealth management and test leadership, with the ability to design test strategies, manage cross-functional teams, and ensure compliance with client and organizational quality standards. The Test Manager will be accountable for overall testing quality, timely delivery, and continuous improvement initiatives, while collaborating with Comarch product teams, banking stakeholders, and offshore QE resources.

Key Responsibilities

• Lead the end-to-end QE strategy for Comarch platform implementation in a digital wealth environment.
• Define test strategies across wealth use cases, integration with banking systems, and cloud deployments.
• Collaborate with Comarch product and implementation teams to align on release quality.
• Manage cross-functional QE resources, including functional, automation, performance, and UX.
• Report quality metrics to both the

Job Role :

1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.

2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.

3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions.

4. Identify market opportunities and support regional business development initiatives.

Requirements:

1. 8–15 years of experience in private banking, wealth management in India.

2. Strong leadership capabilities with the ability to motivate and mentor a team.

3.Proven track record of managing HNW or UHNW client relationships.

4. In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.

Locations : Mumbai, Pune, Hyderabad, Chennai, Ahmedabad, Delhi and Bangalore

Job Title: Vice President – Investments & Capital Raising (Signature Office Platform)

Reports to: Associate Director

Location: Mumbai / Gurugram

About the Organization

Our client is one of India’s largest pan-India real estate developers with a proven track record of delivering iconic, institutional-grade assets across the country. The firm is now building a pioneering investment platform designed for HNIs, Family Offices, and Global Investors to participate in Grade-A commercial office ownership.

This platform offers curated, fully managed commercial assets located in established micro-markets, combining predictable yields, capital appreciation, and professional governance. It represents a unique opportunity for investors seeking steady income, long-term wealth protection, and exposure to India’s urban growth story.

Role Overview

The Vice President – Investments & Capital Raising will be a key leader responsible for building investor confidence and driving capital inflows into this new office ownership platform. The individual will manage high-value investor relationships, originate and close deals, and position the platform as a compelling investment opportunity.

The role requires deep expertise in wealth management, real estate investments, and business development with a proven track record of fundraising from HNIs, Family Offices, and Institutions.

Key Responsibilities

1. Investor Engagement

• Build long-term relationships with HNIs, Family Offices, and Investment Funds (domestic and global).
• Act as a trusted advisor, articulating wealth preservation and growth benefits of the platform.

2. Business Development

• Develop a strong investor network through partnerships with private bankers, wealth managers, and advisors.
• Drive investor roadshows, one-on-one meetings, and thought-leadership sessions.

3. Investment Pitching & Structuring

• Create tailored investment proposals based on investor needs and risk appetite.
• Clearly communicate differentiators such as:
• Institutional tenants vs. individual occupiers
• Built-in rental escalations vs. static rents
• Transparent governance & audited reporting
• ESG and sustainability credentials

4. Deal Execution

• Lead end-to-end deal cycles: origination, negotiation, structuring, and closure.
• Work closely with finance, legal, and compliance teams for seamless investor onboarding.

5. Strategic Insights

• Provide feedback on investor sentiment and wealth management trends.
• Collaborate with leadership on refining value proposition and governance standards.

Why Join?

• Opportunity to be part of a first-of-its-kind real estate investment platform in India.
• Represent an asset class combining predictable yields, capital appreciation, and downside protection .
• High-visibility role with direct access to marquee investors.
• Attractive compensation with strong performance-linked incentives.
• Be part of India’s largest pan-India developer with global scale and reputation.

Job Role:

1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.

2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.

3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions.

4. Identify market opportunities and support regional business development initiatives.

Requirements:

1. 8–15 years of experience in private banking, wealth management in India.

2. Strong leadership capabilities with the ability to motivate and mentor a team.

3.Proven track record of managing HNW or UHNW client relationships.

4. In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.

Locations : Mumbai, Pune, Hyderabad, Chennai, Ahmedabad, Delhi and Bangalore

Job Title: Vice President – Investments & Capital Raising (Signature Office Platform)

Reports to: Associate Director

Location: Mumbai / Gurugram

About the Organization

Our client is one of India’s largest pan-India real estate developers with a proven track record of delivering iconic, institutional-grade assets across the country. The firm is now building a pioneering investment platform designed for HNIs, Family Offices, and Global Investors to participate in Grade-A commercial office ownership.

This platform offers curated, fully managed commercial assets located in established micro-markets, combining predictable yields, capital appreciation, and professional governance. It represents a unique opportunity for investors seeking steady income, long-term wealth protection, and exposure to India’s urban growth story.

Role Overview

The Vice President – Investments & Capital Raising will be a key leader responsible for building investor confidence and driving capital inflows into this new office ownership platform. The individual will manage high-value investor relationships, originate and close deals, and position the platform as a compelling investment opportunity.

The role requires deep expertise in wealth management, real estate investments, and business development with a proven track record of fundraising from HNIs, Family Offices, and Institutions.

Key Responsibilities

1. Investor Engagement

• Build long-term relationships with HNIs, Family Offices, and Investment Funds (domestic and global).
• Act as a trusted advisor, articulating wealth preservation and growth benefits of the platform.

2. Business Development

• Develop a strong investor network through partnerships with private bankers, wealth managers, and advisors.
• Drive investor roadshows, one-on-one meetings, and thought-leadership sessions.

3. Investment Pitching & Structuring

• Create tailored investment proposals based on investor needs and risk appetite.
• Clearly communicate differentiators such as:
• Institutional tenants vs. individual occupiers
• Built-in rental escalations vs. static rents
• Transparent governance & audited reporting
• ESG and sustainability credentials

4. Deal Execution

• Lead end-to-end deal cycles: origination, negotiation, structuring, and closure.
• Work closely with finance, legal, and compliance teams for seamless investor onboarding.

5. Strategic Insights

• Provide feedback on investor sentiment and wealth management trends.
• Collaborate with leadership on refining value proposition and governance standards.

Why Join?

• Opportunity to be part of a first-of-its-kind real estate investment platform in India.
• Represent an asset class combining predictable yields, capital appreciation, and downside protection.
• High-visibility role with direct access to marquee investors.
• Attractive compensation with strong performance-linked incentives.
• Be part of India’s largest pan-India developer with global scale and reputation.

Role Overview

We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation of a Digital Wealth platform using Comarch. This role requires deep expertise in digital wealth management and test leadership, with the ability to design test strategies, manage cross-functional teams, and ensure compliance with client and organizational quality standards. The Test Manager will be accountable for overall testing quality, timely delivery, and continuous improvement initiatives, while collaborating with Comarch product teams, banking stakeholders, and offshore QE resources.

Key Responsibilities

• Lead the end-to-end QE strategy for Comarch platform implementation in a digital wealth environment.
• Define test strategies across wealth use cases, integration with banking systems, and cloud deployments.
• Collaborate with Comarch product and implementation teams to align on release quality.
• Manage cross-functional QE resources, including functional, automation, performance, and UX.
• Report quality metrics to both the

Let’s be #BrilliantTogether

ISS Market Intelligence is growing! We are actively looking for an US Wealth Management Research Lead to Join the Mumbai Team (Goregaon East).

Overview:

ISS Market Intelligence Research forms part of the Market Intelligence (MI) division of ISS STOXX.

ISS MI provides critical data and insights to global asset managers, insurance companies and distributors, to help make informed, strategic decisions to manage and grow their business. Through its combination of proprietary and integrated datasets, in-depth global research and trusted executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments. The ISS MI suite of solutions encompasses the industry-leading data platforms: Simfund, BrightScope, Local Market Share, and Financial Clarity; as well a full collection of global research and analytics services, including Investor Economics, Market Metrics, and Plan for Life.

The mission of ISS MI Research team is to empower our clients to succeed and grow in an intensely competitive marketplace. We achieve this by harnessing the power of MI’s data and intellectual capital to create unique market insights and competitive intelligence to help our clients make well-informed decisions. Building on our deep tradition of more than 40 years of observing the asset and wealth management businesses, our Research team generates thought leadership content for a variety of ongoing and ad hoc research publications, consumed by ISS MI clients around the world.

Our Mumbai Research Team

ISS MI Research is expanding its research team in Mumbai located within our existing ISS premises. The team forms an integral part of our global, as well as country-specific—US, Canadian and Australian—research operations, with exciting opportunities to contribute to growing our global research and analytical insights capital around the world.

The position of Research Lead - Financial Services, represents an exciting opportunity to shape and make a significant contribution to the global Product & Distribution research teams of ISS MI.

Responsibilities:

The position is suited to highly motivated professionals able to deal with the pressures of managing financial services research properties primarily focused on, but not limited to, wealth management and life insurance.

The ongoing research responsibilities of the position feed into a wider range of regular subscription-based research publications as well as making the incumbent a key support for one-time consulting and research projects in their areas of domain expertise and coverage. These responsibilities involve:

The incumbent will have ultimate responsibility for the timely delivery of the ongoing research publications, as well as providing direction, supervision and mentoring of research team members. Successful candidate will have an opportunity to conceptualize and lead teams to create original research and new data sets for ISS MI. Additionally, managing long-term and emerging relationships developed with the many businesses that are engaged with ISS MI as clients, prospects and research participants, is a key responsibility.

Specifically, at this level within ISS MI, the incumbent will be expected to:

Qualification:

Application Instructions:

Your application must include (i) a resume; (ii) a cover letter stating your fit in comparison to the required qualifications above.

#MIDSENIOR

#MI

#LI-RG1

What You Can Expect from Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

Let’s empower, collaborate, and inspire.

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.

Visit our website:

View additional open roles:

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. 

This role is for an experienced audit professional to join the Asset Wealth Management Audit Team.

Job Summary

As a Asset Wealth Management Audit Associate in our Internal Audit group, you will lead audit assignments, perform and document audit testing, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. You will be responsible for assisting with ongoing risk assessment, control identification, audit execution and continuous monitoring activities across Asset & Wealth Management functions.

Job Responsibilities

1. Assist or lead audit engagements covering Asset Wealth Management functions including risk assessment, audit planning, audit testing, control evaluation, documenting work papers, audit report drafting and follow-up and verification of issue closure. 

2. Meet time frame and budget targets for assigned audit work, whilst adhering to department and professional standards and utilizing consistent methodology. 

3. Collaborate with other groups and regions within Audit to ensure the delivery of a seamless program of audit coverage across the firm. 

4. Establish and maintain a business climate and culture that encourages integrity, respect, excellence and innovation. 

5. Travel to locations internationally (up to 10%), if required, and adjust work timings, as needed, to support global teams

Required qualifications, capabilities and skills

Location: Mumbai Lower Parel, Kolkata (On-site)

Department: Wealth Management

Reporting To: Vice President Wealth Management

Compensation: INR 6 7 LPA (Fixed) + Performance-Based Incentives

As a Relationship Manager, we are looking for a dynamic and client-focused professionals from the BFSI industry with 23 years of experience in selling financial products such as Mutual Funds, FDs, Direct Equities, Insurance, etc. to Retail, HNI, UHNI, or NRI clients. As a Relationship Manager, you will be responsible for client acquisition, portfolio management, and revenue generation through cross-selling a wide range of financial products. The role requires strong sales acumen, interpersonal skills, and a passion for financial markets.

Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network.

Learn more at:

• Work with Leadership Work side-by-side with senior decision-makers.
• Learning Environment Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth.
• High Visibility & Recognition Your impact is visible and rewarded; no bulky hierarchies.
• Client -Centric Focus Cultivate long-term relationships with HNI clients.
• Long Legacy Leverage decades-old relationships with family offices and Banks.
• Benefits and Perks Hybrid schedule and flexible hours.

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• Identify and reach out to potential clients through calls, meetings, and references.
• Convert potential clients into active clients and onboard them onto our digital platform.
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Strengthen relationships with clients by providing excellent customer service and maintaining regular communication.
• Collaborate with internal teams to ensure seamless client experiences and resolve any client queries or concerns.
• Maintain up-to-date knowledge of nancial products, market trends, and regulatory requirements.
• Provide timely and accurate reports on sales activities, revenue targets, and client interactions.

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• Bachelor's degree in Finance, Economics, Business Administration or related eld.
• 2 to 3 years of experience in selling nancial products to Retail/ HNI/ UHNI/ NRI clients.
• Knowledge of investment products such as Mutual Finds, Fixed deposits, Insurance, Direct Equities, guaranteed plans, ULIPs, etc.
• Proven track record of meeting or exceeding sales targets in a competitive environment.
• Certifications: NISM VA / CFP / Other Wealth related certifications preferred.

___

Soft Skills & Attributes

• Excellent verbal and written communication skills, with prociency in English, Hindi, and one local language.
• Strong telephonic skills and ability to engage and persuade potential clients effectively.
• Professional demeanor with strong business etiquette.
• Adaptability in a fast-paced and evolving environment.
• Self-starter with a passion for continuous learning and ownership.
• Ability to work independently as well as part of a team.
• Applicants from Mumbai are preferred, but suitable candidates from other locations will also be considered.

If you possess the requisite skills and experience, we invite you to apply for this exciting opportunity to grow your career in the wealth management industry.