- 8+ years in Wealth Management with proven UHNW client acquisition and AUM growth
- Manage UHNW client relationships, drive AUM growth, provide strategic investment advisory, and conduct portfolio reviews
- Transparent and lucrative incentive structure
SENIOR RELATIONSHIP MANAGER – Wealth Why This Role Stands Out
We are building a specialized team focused on Ultra High Net Worth entrepreneurs, business owners, promoters, CXOs and affluent families. This is a pure-play wealth management role for ambitious professionals who want to build a large client franchise, drive significant AUA and accelerate their career growth.
What’s In It For You
- Access to a specialized ecosystem and sophisticated investment opportunities
- Transparent and lucrative incentive structure
- Curated bouquet of products that can be offered as part of portfolio build up for the clients
- Robust brand credibility backed by a leading financial services platform
- Dedicated research, investment and product specialist support
- Fast-track career progression and leadership visibility for high performers
What You Will Do
- Be extremely client centric in your approach to handling clients’ wealth and
- Drive AUM growth,
do period review of portfolios and ensure wallet share expansion.
- Acquire and build long-term relationships with UHNW clients
- Provide strategic investment advisory across investments - Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance, SIFs and Equity offerings.
- Conduct portfolio reviews and recommend customized investment strategies
- Partner with research and investment specialists to deliver superior client outcomes.
What We Are Looking For
- Minimum 8+ years of Wealth Management / Client Relationship Management experience.
- Proven track record in pure-play client acquisition and revenue generation.
- Strong experience managing HNI/UHNI client relationships.
- Demonstrated success in AUM growth, net revenue and wallet share expansion.
- Entrepreneurial mindset, commercial acumen and hunger to earn big.
- Excellent networking, relationship management and consultative selling skills.
Ideal Candidate
- We are looking for energetic professionals who have consistently handled clients, generated meaningful revenue and aspire to become top performers in the industry.