255 Wealth Management jobs in Mumbai

Role Overview:

We are seeking a highly skilled Wealth Management SME to support the successful implementation of a Digital Wealth platform using Comarch. This role will be instrumental in translating complex wealth management requirements into functional and testable deliverables, ensuring alignment with business goals, regulatory compliance, and customer experience expectations.

Key Responsibilities:

1. Business & Functional Expertise

• Serve as the primary domain expert for wealth management, digital advisory, and investment journeys.
• Interpret and validate business requirements across modules such as:
• 360 Customer Overview & Net Worth Analytics
• Account Funding & Investment Cash Accounts
• Self-Execution & Robo Advisory Journeys
• Total Portfolio View & Performance Tracking
• Wealth Planning & Goal-Based Investing
• Ensure Comarch platform capabilities are aligned with:
• Customer onboarding
• Portfolio management
• Order placement (market, limit, stop)
• Reporting and analytics
• Integration with vendors (e.g., IVS, GTN)

2. Testing & Quality Assurance

• Collaborate with the Testers to define test scenarios and acceptance criteria.
• Validate:
• Real-time balance updates
• Order execution flows (T+1 settlement, pool accounts)
• Portfolio aggregation from multiple vendors
• Historical data accuracy (charts, reports)
• Regulatory compliance (e.g., MiFID II, FATCA)
• Support UAT and regression testing for all modules.

3. Stakeholder Collaboration

• Act as a liaison between:
• Business teams (Wealth, Compliance, Product)
• Technical teams (Developers, QA, Integration)
• External vendors (Comarch, IVS, GTN)
• Provide training and documentation for internal teams.

Required Skills & Experience:

Domain Knowledge

• 8+ years in wealth management, private banking, or investment advisory.
• Strong understanding of:
• Investment products (equities, ETFs, robo portfolios)
• Portfolio performance metrics (absolute/relative returns)
• Risk profiling and goal-based investing
• Regulatory frameworks (MiFID II, FATCA, CRS

Digital Wealth Platforms

• Experience with Comarch or similar platforms (e.g., Temenos, Avaloq, InvestCloud).
• Familiarity with:
• Digital onboarding and KYC
• Self-execution and robo-advisory flows
• API-based integrations and data aggregation

Testing & Delivery

• Experience in Agile/Scrum delivery environments.
• Ability to define and validate test cases, support SIT/UAT, and ensure traceability.
• Strong documentation and analytical skills.

Preferred Qualifications:

• Experience in Middle East banking and digital wealth implementation projects.

Soft Skills:

• Excellent communication and stakeholder management.
• Detail-oriented with a proactive mindset.
• Strong problem-solving and decision-making skills.

Interested please share your updated resume on

CLIENT & REVENUE: Acquire, onboard & upsell clients; manage relationships & resolve queries. Achieve set targets of HNI client acquisition and handling

ASSOCIATE / DISTRIBUTOR NETWORK DEVELOPMENT : Source & enable new associates/distributors.

Company Description

Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide.

Job Location Pune, Ahmedabad, Surat

Role Description

This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets.

Qualifications

• Financial Planning and Investment Management & client acquisition skills
• Strong Analytical Skills
• Knowledge of Finance and Communication skills
• Experience in Wealth Management - Third party products on the distribution side
• Excellent interpersonal and client relationship management skills
• Bachelor's degree in Finance, Economics, Business, or related field

RM Wealth ManagementPosition: Regional Manager – Wealth Management

Location: Mumbai

Openings: 2

Notice Period: Immediate to 15 days

Interview Rounds: 3 (1 Telephonic, 2 In-person)

Interview Location: Andheri East, Mumbai

Role Overview:

Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role involves delivering comprehensive investment advisory services and driving client acquisition and retention across the region.

Key Responsibilities:

• Manage end-to-end wealth management for a portfolio of high-value clients.
• Advise on investment products including mutual funds, PMS, AIFs, bonds, and structured products.
• Lead client relationship management and financial planning initiatives.
• Monitor markets and align investment strategies with client goals.

Requirements:

• 5–10 years of experience in wealth management or private banking.
• Proven track record in handling ₹0 Cr+ AUM.
• Strong knowledge of investment products and regulations.
• Excellent relationship management and communication skills.
• Relevant certifications (NISM/AMFI) preferred.

Job Type: Full-time

Pay: 0, 200,000.00 per year

Application Question(s):

• What is the current AUM you manage? Have you handled portfolios of Cr or more?
• Are you NISM or AMFI certified?
• What is your current notice period? IF SERVING Notice period what is Last working Date?
• current CTC ?
• Expected c tc ?
• What type of clients have you primarily dealt with ?

Education:

• Bachelor's (Required)

Experience:

• wealth management or private banking: 4 years (Preferred)

Work Location: In person

Job Title: Senior Relationship Manager- Wealth Management Solutions

Location: Mumbai - (with Travel)

Role Overview:

We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI's,family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms.

Key Responsibilities:

● 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:

● 7-12 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 upto 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.

What We Offer:

● Competitive Fixed + Variable Pay plus ESOPs.

● 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.

● Working Closely with Mr.Abhishek Goenka.

This role is for one of Weekday’s clients
Min Experience: 3 years
Location: Mumbai
JobType: full-time

Requirements

We are looking for a highly motivated and detail-oriented Compliance Professional with at least 3+ years of experience in compliance and company secretarial functions, preferably within the financial services or wealth management sector. The role involves overseeing compliance aspects across Investment Advisory (RIA), Distribution, and Non-Discretionary Portfolio Management Services (ND PMS) . The ideal candidate will ensure that all regulatory requirements are met in a timely and accurate manner while maintaining a strong governance framework.

This role demands strong knowledge of SEBI, AMFI, and other applicable regulatory frameworks , hands-on experience in company secretarial work, and the ability to liaise effectively with internal teams, regulators, and external advisors. The candidate will be a key partner in supporting business growth while safeguarding the organization’s integrity, compliance, and ethical standards.

• Regulatory Compliance & Filings
• Ensure all statutory filings and regulatory submissions are completed accurately and on time.
• Maintain updated records of compliance activities, approvals, and reporting requirements.
• Track regulatory deadlines and ensure compliance calendars are adhered to.
• Policy & Regulatory Updates
• Review, update, and maintain internal compliance policies in line with evolving regulatory requirements.
• Interpret new SEBI/AMFI circulars and guidelines, communicate changes to relevant teams, and ensure effective implementation.
• Transaction & Advisory Oversight
• Ensure that all Investment Advisory, Distribution, and ND PMS transactions are executed in compliance with regulatory frameworks.
• Provide guidance to teams to align practices with statutory and regulatory expectations.
• Regulatory & Audit Engagement
• Build and maintain strong relationships with regulators .
• Manage the firm’s responses to inspections, audits, and regulatory observations.
• Ensure internal and external audits are completed on time and findings are addressed.
• Compliance Support & Documentation
• Provide compliance opinions and support for day-to-day business activities.
• Review contracts, agreements, and documentation to ensure regulatory and legal compliance.
• Ensure all third-party providers have valid contractual relationships in place.
• Training & Awareness
• Conduct regular compliance training and updates for employees on AML, Insider Trading, and other key compliance areas.
• Build awareness across Sales, Advisory, Product, and Operations teams to ensure end-to-end compliance.
• Governance & Secretarial Work
• Support company secretarial responsibilities , ensuring adherence to corporate governance standards.
• Liaise with external law firms and company secretarial advisors as needed.
• Surveillance & Risk Management
• Monitor and review compliance alerts, taking timely corrective actions.
• Identify compliance risks proactively and recommend mitigations.

• 3+ years of experience in compliance, preferably in wealth management, investment advisory, or financial services.
• Strong knowledge of SEBI, AMFI, and other regulatory frameworks relevant to RIA, Distribution, and PMS.
• Practical experience in company secretarial work and governance practices .
• Hands-on experience with regulatory filings, audits, and inspections .
• Excellent communication, negotiation, and relationship management skills.
• Strong analytical, documentation, and problem-solving abilities.
• Ability to work collaboratively across business, legal, and regulatory functions.
• Qualification: Company Secretary (CS), LLB, or relevant professional degree in finance/compliance preferred.

About the Company

ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.

About the Role

We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

About the Internship:

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

1. Wealth Management & Client Engagement

• Learn about client interaction and investment strategies.
• Assist in preparing pitch books and investment presentations for clients.
• Analyze and present market data insights for portfolio recommendations.
• Participate in mock client meetings to develop communication skills.

2. Financial Research & Analysis

• Conduct fundamental and technical analysis of equities and alternative investments.
• Understand debt securities and yield to maturity (YTM) calculations.
• Compare investment options such as corporate bonds, NCDs, and mutual funds.

3. Portfolio & Risk Management

• Develop portfolio allocation strategies.
• Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
• Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.

4. Technical & AI-Driven Financial Tools

• Learn about artificial intelligence in portfolio management.
• Work on Virtual Risk Analyser.
• Work on Virtual Portfolio Analyser.

5. Capstone Project

• Prepare an investment proposal for a client, including:
• Portfolio allocation recommendations.
• Long-term macroeconomic outlook.
• Security/fund selection and justification.

What You Will Learn

• Practical exposure to investment advisory, portfolio construction, and risk analysis.
• Hands-on experience of asset allocation using investment advisory tools.
• Strong analytical and financial modelling skills.
• Enhanced presentation and communication skills.
• Knowledge of AI applications in finance.

Who Should Apply?

• Student of fresh graduate from any academic discipline.
• Strong analytical and problem-solving skills.
• Basic knowledge of Microsoft Office.
• Willingness to self-learn and work in a fast-paced environment.

Internship Details

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid

About the Company

ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.

About the Role

We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

About the Internship:

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

1. Wealth Management & Client Engagement

• Learn about client interaction and investment strategies.
• Assist in preparing pitch books and investment presentations for clients.
• Analyze and present market data insights for portfolio recommendations.
• Participate in mock client meetings to develop communication skills.

2. Financial Research & Analysis

• Conduct fundamental and technical analysis of equities and alternative investments.
• Understand debt securities and yield to maturity (YTM) calculations.
• Compare investment options such as corporate bonds, NCDs, and mutual funds.

3. Portfolio & Risk Management

• Develop portfolio allocation strategies.
• Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
• Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.

4. Technical & AI-Driven Financial Tools

• Learn about artificial intelligence in portfolio management.
• Work on Virtual Risk Analyser.
• Work on Virtual Portfolio Analyser.

5. Capstone Project

• Prepare an investment proposal for a client, including:
• Portfolio allocation recommendations.
• Long-term macroeconomic outlook.
• Security/fund selection and justification.

What You Will Learn

• Practical exposure to investment advisory, portfolio construction, and risk analysis.
• Hands-on experience of asset allocation using investment advisory tools.
• Strong analytical and financial modelling skills.
• Enhanced presentation and communication skills.
• Knowledge of AI applications in finance.

Who Should Apply?

• Student of fresh graduate from any academic discipline.
• Strong analytical and problem-solving skills.
• Basic knowledge of Microsoft Office.
• Willingness to self-learn and work in a fast-paced environment.

Internship Details

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid

About the Company

ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.

About the Role

We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

About the Internship:

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

1. Wealth Management & Client Engagement

• Learn about client interaction and investment strategies.
• Assist in preparing pitch books and investment presentations for clients.
• Analyze and present market data insights for portfolio recommendations.
• Participate in mock client meetings to develop communication skills.

2. Financial Research & Analysis

• Conduct fundamental and technical analysis of equities and alternative investments.
• Understand debt securities and yield to maturity (YTM) calculations.
• Compare investment options such as corporate bonds, NCDs, and mutual funds.

3. Portfolio & Risk Management

• Develop portfolio allocation strategies.
• Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
• Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.

4. Technical & AI-Driven Financial Tools

• Learn about artificial intelligence in portfolio management.
• Work on Virtual Risk Analyser.
• Work on Virtual Portfolio Analyser.

5. Capstone Project

• Prepare an investment proposal for a client, including:
• Portfolio allocation recommendations.
• Long-term macroeconomic outlook.
• Security/fund selection and justification.

What You Will Learn

• Practical exposure to investment advisory, portfolio construction, and risk analysis.
• Hands-on experience of asset allocation using investment advisory tools.
• Strong analytical and financial modelling skills.
• Enhanced presentation and communication skills.
• Knowledge of AI applications in finance.

Who Should Apply?

• Student of fresh graduate from any academic discipline.
• Strong analytical and problem-solving skills.
• Basic knowledge of Microsoft Office.
• Willingness to self-learn and work in a fast-paced environment.

Internship Details

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid