Merisis Advisors - Senior Relationship Manager - Wealth Management

Senior Relationship Manager - Wealth Management

Merisis Group is a boutique financial services group with a strong presence in both investment banking and wealth management. We specialize in high-impact financial solutions for HNIs, CXOs, and entrepreneurs, with over a decade of expertise across growth-stage fundraising, M&A, and curated wealth strategies. Our wealth management arm - Merisis Wealth, delivers bespoke portfolio management, alternative investment, Private Market Products, Exclusive opportunities and comprehensive financial planning opportunities.

• Who are we looking for:
• Private Banking and Private Client Group professionals currently working with: Global private banks, Domestic private banks, Leading wealth platforms, AIF's.
• Specifically individuals who:

• Advise and manage relationships with at least 50 HNI/ UHNI/ NRI clients
• Regularly engage clients in investment discussions of - 50L+ per client
• Have established credibility and trust with business owners, promoters, and senior professionals
• Play an active role in portfolio discussions, asset allocation, and wealth strategy

Key responsibilities include:

• Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions.
• Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
• Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
• Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

What Makes This Opportunity Meaningful

• Ability to operate as a trusted advisor without institutional limitations
• Access to broader and differentiated investment opportunities
• Greater ownership of client relationships
• Strong earning potential aligned with long-term growth

Preferred Educational Qualifications and Work experience:

• 08-18 years Relevant experience in Investment Advisory / Wealth management
• MBA / CA or equivalent from a premium institute
• Relevant certifications

Our commitment to Diversity, Equity and Inclusion:

The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best.

Locations: Mumbai, Bangalore, Chennai