Wealth Manager (Bengaluru)

Wealth Manager (Bengaluru)

06 Sep
|
UnienFin Wealth
|
Bengaluru

06 Sep

UnienFin Wealth

Bengaluru

About Us
Unien is a premier wealth and asset management group serving high-net-worth and ultra-high-net-worth families across India. As we scale our Wealth Management division, we are building a handpicked team of future stars — the next generation of leaders in the wealth industry.

The Chance
This is not a typical relationship-manager hire. It is a deliberate, high-investment program designed to take driven early-career professionals and shape them into future leaders of the wealth business.
Over two quarters, selected candidates go through an intensive, in-depth training curriculum, including:
- Masterclasses from industry specialists and academia
- Sessions and mentorship from senior partners
- Practical assignments simulating real client scenarios
- Structured on-the-job training alongside experienced wealth managers

Once trained, we don't leave you to figure out client acquisition alone — the firm actively supports you in building your book, through warm introductions, setting up initial client meetings, and helping you close relationship discussions.

Location:



Mumbai · Delhi NCR · Bengaluru · Chennai · Hyderabad · Kolkata
Experience: 3–7 years, with a working understanding of wealth management fundamentals Function
Function: Wealth Management – Client Relationship & Portfolio Advisory

What You'll Do
- Complete the 2-quarter Future Leaders training program, building deep expertise in wealth management fundamentals, products, and advisory frameworks
- Work closely with senior partners and specialists to learn how bespoke wealth solutions are built for HNI/UHNI clients
- Take ownership of client relationships as the firm helps you build your book through warm introductions and supported meetings
- Design and deliver tailored wealth solutions — across investments, estate planning, and allied advisory areas — suited to each client's goals
- Build long-term, trust-based relationships that go beyond transactions
- Selected candidates will transition into ful

📌 Wealth Manager (Bengaluru)
🏢 UnienFin Wealth
📍 Bengaluru

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