PRIVATE WEALTH MANAGER UHNI

Position: Private Wealth Manager / Senior Wealth Manager

Experience: 7–15 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

7–15 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.

Strong HNI/UHNI network and relationship-building capabilities.

Excellent knowledge of wealth management and investment products.

Solid 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 OrganisationsRole & responsibilities

Preferred candidate profile

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