About Us

Unien is a premier wealth and asset management group serving high-net-worth and ultra-highnet-

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 Opportunity

We are seeking a highly motivated, proactive and detail-oriented Service Manager to join our team. This role involves extensive engagement with both prospective and existing clients across their onboarding, servicing, and portfolio-related requirements.

The position requires significant client interaction and active involvement across all aspects of client servicing, operational support, and trade execution. This is a position which focuses on building meaningful client relationships while delivering best-in-class service and operational excellence.

Location: Bengaluru

Experience: 3–5 years, with a working understanding of Client Service & reporting for wealth & financial services

Function: Wealth Management / Advisory – Client Service & Operations

What You'll Do

- Manage Client onboarding and account maintenance for both new and existing clients in line with regulatory and organizational policies.
- Collect and validate account-specific documentation and financial information to ensure compliance requirements are met.
- Act as the primary point of contact between clients, Banks, AMCs and Product

Manufacturers (AIFs, PMS providers etc.)
- Provide operational support across a broad suite of financial products and applications.
- Handle Transactions, Operations and other support activities, including trade placement, confirmation, settlement tracking, and reconciliation across mutual funds,

AIFs and PMS and other investments.
- Oversee administrative and transactional activities including money transfers, tax reporting, portfolio review preparation and resolution of client queries.
- Build long-term,



trust-based relationships that go beyond transactions via supporting

Wealth Managers & leaders by ensuring seamless coordination and contributing to client meetings as required.

What We're Looking For

Profile

- 3–5 years of professional & proven experience, ideally with early exposure to wealth management, private banking, financial services, or a closely related field
- Strong operational skills with sound understanding of Banking, Mutual Funds, Capital

Markets and other financial products.
- Proficiency in Microsoft Excel, Word & Power Point, other reporting systems and transaction platforms in the industry.
- Bachelor’s or Master’s degree, in Marketing, Finance or related discipline from a reputed University.
- Based in, or open to relocating to, Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, or

Kolkata. Location flexibility may be required.

Traits We Value

- Integrity — non-negotiable, in every client interaction and service coordination.
- Genuine passion to be part of our client’s wealth management and building bespoke client solutions.
- Highly organized individual, with an ability to excel in fast-paced environment.
- Enthusiasm and a super-eager, coachable attitude toward learning
- Solid problem-solving skills, with a passion for streamlining and bringing order to complex processes.

Why Join Us

- Direct access to senior partners, industry specialists, and academic experts as mentors
- Active firm support in building your career from day one of client-facing work
- A clear runway to grow into a senior service personnel within the firm to grow into other roles
- A high-performance peer group of fellow future stars, hired and trained together

How to Apply

Share your updated resume at [email protected] with the subject line "Service Manager – Client

Service Excellence” Add a note, not exceeding 300 words, covering - why you are keen and what will make you click, in this role.

We are an equal opportunity employer and evaluate candidates on merit, skills, and potential.

📌 Service Manager – Client Service Excellence (Bengaluru)
🏢 UnienFin Wealth
📍 Bengaluru