Job Description: Private Wealth Management

Position: Private Wealth Manager

Department: Private Wealth Management

Location: Bangalore

Experience Required: 2+ years

Certifications Required: NISM VA / IRDA

Role Overview

We are looking for an experienced and driven professional to join our Private Wealth Management

team as Wealth. The role involves acquiring and advising High Net Worth (HNI) and Ultra High Net

Worth (UHNI) clients, managing their investment portfolios, providing strategic financial advice, and

contributing to AUM growth through strong relationship management and business development.

Key Responsibilities

Client Engagement & Wealth Management

• Meet clients in person to understand their financial goals, investment needs, and risk

preferences.

• Provide customized wealth management solutions aligned with clients’ short-term and long

term objectives.

• Explain product features, benefits, and suitability across various asset classes and wealth

solutions.

• Review existing client portfolios and recommend adjustments to optimize returns and manage

risk.

Relationship Management

• Serve as the primary point of contact for HNI/UHNI clients, ensuring high levels of service and

engagement.

• Build long-term, trust-based relationships by providing proactive financial advice.

• Manage client queries, coordinate investment transactions, and oversee end-to-end service

delivery.

Business Development & AUM Growth

• Acquire new HNI/UHNI clients through personal networks, referrals, and market engagement.

• Develop and expand relationships with family offices, institutions,



and high-value clients.

• Drive growth in Assets Under Management (AUM) by offering comprehensive wealth

solutions.

• Participate in strategic business development initiatives and client events.

Investment Knowledge & Execution

• Maintain strong understanding of wealth products, including mutual funds, PMS, AIFs,

insurance, bonds, and structured products.

• Stay updated on market trends, economic developments, and investment opportunities.

• Work closely with internal product teams to deliver best-in-class wealth solutions.

Required Qualifications & Skills

Experience & Education

• 2+ years of experience in private banking, wealth management, or financial advisory.

• Bachelor’s degree in finance, business, or related discipline.

• NISM VA and/or IRDA certifications are mandatory.

Technical & Domain Knowledge

• In-depth understanding of financial markets, asset classes, and investment products.

• Ability to construct, monitor, and optimize investment portfolios.

Skills & Attributes

• Strong client acquisition and relationship-building ability.

• Excellent communication, presentation, and interpersonal skills.

• Well-established network of HNIs, UHNIs, family offices, and/or institutional clients.

• High level of integrity, professionalism, and client-centric mindset.

Why Join Us?

• Opportunity to work with a high-performing wealth management team.

• Exposure to premium clients and diversified asset classes.

• Growth-oriented environment with strong support for career development.

• We are certified to Excellent place to work

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