Senior Manager Private Wealth Advisor – Team Leader

Job Title: Senior Manager - Private Wealth Advisor – Team Leader
Location: Mumbai
Experience: 5 Years
CTC: 30–35 LPA
Employment Type: Full-time
Industry: Financial Services / Capital Markets

We are looking for an experienced Senior Manager - Private Wealth Advisor – Team Leader to lead a team of wealth management and capital market professionals while managing individual business targets. The ideal candidate will have strong experience in HNI/UHNI client management client acquisition trading order punching and team management.

This is a playing-captain role requiring the candidate to contribute individually while also driving team performance and business growth.

• Manage and develop a team of 4–5 Private Client Group/wealth management professionals.
• Take ownership of both individual and team business targets.
• Drive client acquisition revenue generation and business development.
• Acquire and manage relationships with HNI and UHNI clients.
• Develop and maintain strong long-term client relationships.
• Provide high-quality client servicing and ensure client satisfaction.
• Handle trading activities and order punching as required.
• Support team members in client acquisition trading and relationship management.
• Monitor team performance and provide guidance to achieve business targets.
• Identify new business opportunities through client referrals networking and market outreach.
• Coordinate with internal teams to ensure smooth execution of client requirements.
• Ensure compliance with company policies regulatory requirements and internal processes.

• Minimum 5 years of relevant experience in Private Client Group Wealth Management Broking Capital Markets or related financial services.
• Proven experience in managing HNI and UHNI clients.
• Strong experience in client acquisition and client servicing.
• Hands-on experience in trading and order punching.
• Strong knowledge of Derivatives Options Cash Market and Trading.
• Demonstrated experience in managing or leading a team of 4–5 members.
• Ability to independently manage individual business targets while driving team performance.
• Strong business development and relationship management skills.
• Excellent communication negotiation and interpersonal skills.
• Strong understanding of capital market products and trading processes.

CTC: 30–35 LPA depending on relevant experience skills client portfolio and overall suitability for the role.

Candidates with strong HNI/UHNI client relationships proven client acquisition experience capital market expertise and demonstrated team management experience will be preferred.

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Best regards
HR Team.

Staffiaa Services

Required Skills:

HNI client management UHNI client management client acquisition trading order punching team management leadership wealth management capital markets Private Client Group broking revenue generation business development client servicing Derivatives Options Cash Market Relationship management communication negotiation interpersonal skills capital market products knowledge regulatory compliance