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Genius Consultants
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Wealth Relationship Manager | HNI | Private Wealth

Wealth Relationship Manager | HNI | Private Wealth

Genius Consultants

4 - 9 years

|

25 - 40 Lacs

hyderabad ahmedabad mumbai (all areas)

Posted:1 month ago| Platform:

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Skills Required

wealth wealth management hni ultra hni

Work Mode

Work from Office

Job Type

Full Time

Job Description

Wealth Manager / Investment Advisor Private Wealth

Location:

About the Role:

Key Responsibilities:

Develop and manage long-term relationships with affluent clients.
Design tailored investment plans across products like mutual funds, PMS, AIFs, structured products, insurance, bonds, and equity.
Track market movements and advise clients proactively to optimize portfolio performance.
Drive growth in assets under management (AUM) and revenue through client acquisition and retention.
Share model portfolios and provide insights aligned with firm-level investment views.
Ensure all activities comply with internal policies and regulatory standards.

What We’re Looking For:

Proven track record in handling UHNI clients.
Strong market understanding and solution-oriented mindset.
Excellent communication and interpersonal skills.
Entrepreneurial attitude, integrity, and passion for wealth creation.
Collaborative and team-driven approach.

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Genius Consultants

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