Private Wealth Manager

Location: Pune, Bengaluru, Delhi

Industry: Wealth Management

Experience: 7–15 Years

Employment Type: Full-Time

About the Role

We are looking for experienced Private Wealth Managers to join one of our esteemed clients in the Wealth Management industry.

The ideal candidate will have a proven track record of managing HNI/UHNI clients and providing comprehensive wealth management and investment advisory solutions.

Key Responsibilities

- Acquire and manage HNI/UHNI clients for wealth management services.
- Develop and maintain long-term client relationships through personalized financial advice.
- Advise clients on Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, Equities, Fixed Income, and Alternate Investments.
- Develop customized financial and investment strategies based on client goals and risk appetite.
- Achieve AUM, revenue, and client acquisition targets.
- Collaborate with product specialists and investment teams to provide holistic wealth solutions.
- Monitor client portfolios and conduct regular portfolio reviews.




- Provide clients with relevant market updates and investment insights.
- Ensure compliance with internal policies and applicable regulatory guidelines.

Desired Candidate Profile
- Graduate/Postgraduate/MBA in Finance, Business, or a related discipline.
- 5–15 years of experience in Private Wealth Management, Wealth Advisory, or Private Banking.
- Strong experience managing HNI/UHNI client portfolios.
- Proven relationship management and business development skills.
- Strong knowledge of financial markets and investment products.
- Excellent communication, negotiation, and presentation skills.
- Ability to acquire recent clients and build long-term relationships.

Key Skills Private Wealth Management | Wealth Advisory | HNI Clients | UHNI Clients | Relationship Management | Client Acquisition | AUM | PMS | AIF | Mutual Funds | Bonds | Structured Products | Portfolio Management | Investment Advisory | Financial Markets

Pay: ₹1,000,000.00 - ₹2,500,000.00 per year

Work Location: In person

📌 Private Wealth Manager (Pune)
🏢 HR u0026 Recruitment Consultant
📍 Pune