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 Prospect
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 full-time role of a Weal

📌 Wealth Manager (Bengaluru)
🏢 UnienFin Wealth
📍 Bengaluru

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