Wealth Manager

HDFC Bank is India's largest private sector bank with a strong presence in wealth management and investment advisory services. The bank serves over 68 million customers and manages assets worth over ₹1 lakh crore in its wealth management division.

We are hiring a senior Wealth Manager to manage a portfolio of High Net Worth Individuals (HNI) and provide comprehensive financial planning solutions. This role requires deep investment knowledge and excellent relationship management skills.

• Manage and grow a portfolio of 80-100 HNI clients with AUM of ₹150-200 crore
• Provide customized wealth management solutions including equity, mutual funds, PMS, bonds and insurance
• Conduct detailed financial needs analysis and develop comprehensive investment strategies
• Achieve monthly revenue targets through asset acquisition and fee-based income generation
• Build long-term client relationships through regular reviews and proactive service delivery
• Stay updated on market trends, regulatory changes and new investment products

• 7+ years of experience in wealth management, private banking or investment advisory
• Proven track record of managing HNI client relationships and achieving AUM targets
• Strong knowledge of equity markets, mutual funds, fixed income and alternative investments
• NISM certifications (Series V-A, X-A, X-B) mandatory; CFP/CFA preferred
• Excellent communication, presentation and interpersonal skills
• MBA in Finance or CA/CFA qualification highly desirable
• Existing client base and network in Mumbai preferred

• Competitive package between ₹16L – ₹22L per annum
• Opportunity to work with India's most trusted banking brand and affluent clientele
• Performance-based incentives and comprehensive benefits package
• On-site position in Mumbai with access to premium banking facilities
• Clear career path to Senior Wealth Manager and Branch Head roles

This opening is not listed on any public job portal. It is a verified internal opportunity exclusively accessible through the website careerjump.co.in and directly apply to this job role. They also have similar job openings posted daily on their website. You can also join their WhatsApp Community for daily updates on verified internal job openings.