PRIVATE WEALTH MANAGER UHNI

Position: Private Wealth Manager / Senior Wealth Manager
Experience: 10 20 Years

Location: Mumbai / Delhi / Bengaluru / Hyderabad / Chennai / Kolkata / Jaipur / Pune

Client Segment: HNI / UHNI / Promoters / Entrepreneurs / Family Offices

Minimum Client Ticket Size: 10 Cr+

Industry: Private Wealth / Private Banking / Wealth Management

Role Overview

We are looking for an experienced Private Wealth Manager to manage, acquire and deepen relationships with HNI & UHNI clients, entrepreneurs, business families, promoters, CXOs and family offices.

The ideal candidate should have a strong track record in client acquisition, AUM mobilisation and relationship management, with exposure to clients having 10 Cr+ investible assets / portfolio size.

Key Responsibilities

Client Acquisition & Relationship Management

- Acquire and manage HNI/UHNI clients with a focus on 10 Cr+ client relationships.
- Build relationships with promoters, entrepreneurs, CXOs, business families and family offices.
- Drive new-to-company client acquisition through referrals, networking and existing relationships.
- Develop long-term relationships and increase client wallet share.

AUM & Revenue Growth

- Mobilise fresh AUM and generate consistent net inflows.
- Manage and grow an existing HNI/UHNI portfolio.
- Drive revenue through investment products, advisory and portfolio solutions.




- Identify opportunities for cross-selling and portfolio deepening.

Investment & Wealth Solutions

- Provide customised wealth solutions based on client objectives and risk profile.
- Strong understanding of PMS, AIF, Mutual Funds, Bonds/Fixed Income, Structured Products, Equities and Alternative Investments.
- Conduct regular portfolio reviews and identify suitable investment opportunities.
- Coordinate with Investment Specialists, Research and Product teams.

Candidate Profile

- 10–20 years of experience in Private Wealth Management / Private Banking / Family Office / Investment Advisory.
- Proven experience managing HNI/UHNI relationships.
- Experience handling clients with 10 Cr+ investible assets / ticket size.
- Strong track record of AUM acquisition and client retention.
- Robust HNI/UHNI network and relationship-building capabilities.
- Excellent knowledge of wealth management and investment products.
- Strong communication, presentation and negotiation skills.
- Graduate/Postgraduate required; MBA / CFA / CFP / CA / NISM preferred.

Preferred Background

Candidates currently working with:

- Private Banks
- Wealth Management Firms
- Family Offices
- Investment Advisory Firms
- PMS / AIF Platforms
- NBFC Wealth Management
- Boutique Wealth Management Firms
- Leading Financial Services Organisations Role & responsibilities

📌 Private Wealth Manager (Pune)
🏢 Unidus Services
📍 Pune