MIRA Money
Website:
mira.money
Job details:
About MIRA WealthWe built MIRA Wealth to solve a specific problem for India’s tech builders, startup founders, and corporate leaders: their personal wealth rarely gets the same level of engineering as the companies they run.
Instead of pushing rigid, off-the-shelf mutual funds, we construct tailored, multi-asset portfolios built around unique financial realities—whether that’s managing a major ESOP monetization event, planning for a company buyout, or balancing long-term family goals across equities, fixed income, real estate, and gold. We combine an active, high-touch advisory approach with a beautifully designed, modern digital platform. Based out of Bangalore, our leadership team brings decades of institutional investment experience to help our clients manage and scale their wealth with total transparency.
The RoleYou will be the core custodian of our client relationships, working directly with HNIs and emerging-HNIs. Your job is to understand their financial baseline, design personalized asset allocation strategies using our digital operating system, and serve as their trusted, ongoing advisor.
What You’ll Do- Grow our overall assets under management (AUM) by bringing on board and advising high-earning individuals and founders.
- Design and execute personalized portfolio strategies that reflect each client's cash flow needs and risk parameters.
- Actively guide clients through market shifts, providing clear, data-backed context rather than generic market commentary.
- Ensure all client onboardings, portfolio rebalancing, and advisory steps are tightly aligned with compliance and regulatory frameworks.
What You Need to KnowYou should have deep, working knowledge of the investment products relevant to sophisticated investors: Indian public equities, fixed income, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and tax-loss harvesting or tax-efficient structuring.
Your Background- Experience: 3 to 5 years in private banking, premium wealth management, or a multi-family office setup.
- Track Record: A clear history of managing and retaining a substantial asset book.
- Communication: The ability to speak simply and clearly about complex quantitative risk metrics with sharp corporate executives and entrepreneurs.
The Setup- Type: Full-time
- Location: On-site at our Bangalore office
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