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.
Robust 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 (India)
🏢 HR u0026 Recruitment Consultant
📍 India