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 current 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
W

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