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 current-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
- 715 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.
- Strong communication, presentation and negotiation skills.
- Graduate/Postgraduate required; MBA / CFA / CFP / CA / NISM preferred.