# Hiring: Private Wealth Relationship Manager (RM)

We are looking for experienced and highly motivated professionals to join our growing Private Wealth Management Team as Private Wealth Relationship Managers (RM).

The ideal candidate should have strong expertise in managing HNI/UHNI clients, investment advisory, portfolio management, and wealth solutions across multiple financial products. Candidates with an existing client base and robust relationship network will be preferred.

## Key Responsibilities

- Acquire and manage HNI/UHNI clients for the Private Wealth business.
- Provide customized wealth and investment solutions based on client requirements and financial goals.
- Drive AUM growth and revenue generation through relationship management and advisory services.
- Offer advisory and execution support across:
- Mutual Funds
- PMS / AIF
- Equity & Derivatives
- Structured Products
- Fixed Income
- Insurance
- Alternate Investment Products
- Build and maintain long-term relationships with clients, family offices, and business communities.
- Conduct regular portfolio reviews and investment discussions with clients.
- Coordinate with Product, Research, Operations, and Compliance teams for seamless client servicing.




- Stay updated with market trends, economic developments, and investment opportunities.
- Ensure high-quality client experience and adherence to regulatory standards.

## Desired Candidate Profile
- Strong experience in Private Wealth Management, Wealth Advisory, Private Banking, or Financial Services industry.
- Deep understanding of investment and wealth products ecosystem.
- Strong relationship management and business development capabilities.
- Existing HNI/UHNI client relationships and network will be a significant advantage.
- Excellent communication, presentation, and advisory skills.
- Ability to independently manage and grow a wealth book.

## Preferred Background
- Prior experience with reputed Wealth Management Firms, Private Banks, Family Offices, or Broking Houses.
- Certifications such as NISM/AMFI/CFP/CWM will be preferred.
- Strong market and investment knowledge.

## Position

Private Wealth Relationship Manager (RM)

## Location

Mumbai

## Experience

4–15 Years Preferred

- Interested candidates may share their profile/CV on [email protected]

📌 Wealth Relationship Manager (Mumbai)
🏢 Aikyam Wealth Private
📍 Mumbai