Private Wealth Manager

Location:

Experience:

CTC:

Employment Type:

About the Role

We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other wealth products.

Key Responsibilities

• Manage and expand relationships with

  UHNI clients (₹5 Cr+ net worth)

  .
• Offer end-to-end

  Wealth Advisory

  and

  Portfolio Management

  services.
• Achieve consistent

  AUM growth

  through new client acquisition and retention.
• Advise on

  PMS, AIF, Mutual Funds, Bonds, and Structured Products

  .
• Handle a portfolio of

  ₹100 Cr+ AUM

  and maintain client satisfaction.
• Work closely with

  CXOs, Promoters, and Family Offices

  to provide strategic wealth solutions.

Ideal Candidate Profile

• Minimum

  15 years

  of experience in Wealth Management or Private Banking.
• At least

  5 years

  in the current or previous Wealth Advisory role.
• Experience handling

  UHNI clients (₹5–25 Cr ticket size)

  .
• Must be from

  Private Wealth NBFC or Banking background

  .
• Proven track record of

  managing a book of ₹100 Cr or more

  .
• Strong understanding of

  PMS, AIF, HNI/UHNI client management, and investment products

  .
• Excellent relationship-building, networking, and financial advisory skills.
• Certifications such as

  AMFI / IRDA

  preferred.

Skills

Private Wealth Management | UHNI Relationship | Portfolio Management | PMS Sales | AIF Sales | Wealth Advisory | Private Banking | Family Office | HNI Client Acquisition | Investment Advisory | AUM Growth | Financial Planning | Wealth Products

Why Join Us

• Opportunity to work with a leading wealth management platform.
• Manage high-value UHNI portfolios.
• Competitive compensation and performance-based incentives.
• Career growth within a client-focused and performance-driven organization.

For More Information:

Komal B. / HR Team

Phone/WhatsApp: +91 93289 59079