Posted:4 days ago|
Platform:
On-site
Full Time
Position: Manager - Client Relations Location: Delhi NCR Sector: Private Wealth Management | Real Estate Investment Advisory | Art Advisory About Sàwai Capital Sàwai Capital is the investment advisory vertical of the Sàwai ecosystem, focused on structuring and managing sophisticated portfolios for Ultra High Net Worth Individuals (UHNWIs), Family Offices, and institutional investors. With a presence in Dubai and India, Sàwai Capital offers access to exclusive real estate investment opportunities, alternative assets, and legacy-focused acquisitions including estates and fine art. Role Summary We are seeking an accomplished and well-connected professional to lead our Client Relations function in Delhi NCR. The ideal candidate will have prior experience in private banking or wealth management and a strong network across HNIs, UHNIs, and Family Offices. This is a strategic client-facing role responsible for investor acquisition, onboarding, relationship management, and investment advisory—particularly across real estate assets under advisory. Key Responsibilities Client Origination & Relationship Management Develop and manage high-value client relationships with HNIs, UHNIs, and Family Offices, leveraging an existing network to drive business growth. Client Onboarding & Advisory Alignment Oversee the onboarding process including documentation, investment profiling, and alignment of portfolio strategy with client goals. Investment Promotion & Upsell Present curated investment opportunities across real estate and alternative assets; identify cross-sell and upsell potential across the client base. Portfolio Engagement & Retention Maintain ongoing engagement with clients, ensuring satisfaction, relationship longevity, and periodic investment reviews. Representation & Business Development Represent Sàwai Capital at exclusive investor events, roundtables, and family office forums to strengthen brand presence and client trust. Internal Collaboration Work closely with investment, research, and advisory teams to deliver tailored wealth strategies and insights to clients. Candidate Profile Professional Background: Former private banker or wealth manager from a leading private banking institution or investment advisory firm. Experience: 3–5 years of proven experience managing HNI/UHNI client relationships, preferably in the Delhi NCR region. Network Strength: Well-established connections with high-net-worth individuals, family offices, business leaders, and senior CXOs. Skills & Attributes: Deep understanding of real estate investment products and alternative asset classes Strong interpersonal, advisory, and negotiation skills High level of discretion, integrity, and professionalism Proven ability to manage multi-crore portfolios with a client-first approach Compensation A competitive fixed compensation package with performance-linked incentives and long-term growth opportunities within the Sàwai ecosystem. Show more Show less
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0.2 - 0.35 Lacs P.A.
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Salary: Not disclosed