Private Wealth Relationship Manager Surat

Private Wealth Relationship Manager Surat

13 Oct
|
Intellectual Capital HR Consulting
|
Surat

13 Oct

Intellectual Capital HR Consulting

Surat

A financial services organisation specialising in wealth management solutions for affluent and ultra-affluent clients is hiring Private Wealth Relationship Managers across eight cities.

Key responsibilities
Acquire and manage HNI and UHNWI relationships
Drive AUM growth through client acquisition and wallet-share expansion
Provide comprehensive wealth management solutions across mutual funds, PMS, AIF, fixed income, structured products, insurance, and estate and succession planning
Develop robust engagement with entrepreneurs, promoters, professionals, family offices and corporate executives

Workplace: entrepreneurial, client-centric and growth-oriented, empowering Relationship Managers to build long-term wealth partnerships. Locations: Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, Pune, Kolkata and Ahmedabad. Applicants should indicate their preferred city.

Candidate profile: proven HNI and UHNWI relationship management and acquisition track record within private wealth, private banking or wealth management.

📌 Private Wealth Relationship Manager Surat
🏢 Intellectual Capital HR Consulting
📍 Surat

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