PRIVATE WEALTH MANAGER – UHNI

- Position: Private Wealth Manager / Senior Wealth Manager
- Experience: 7–15 Years
- Location: Mumbai , Pune, Ahmedabad, Varanasi, Kanpur , Udaipur , Ludhiana , Amritsar ( Max Opening at Mumbai at least 10+)
- Client Segment: HNI / UHNI / Promoters / Entrepreneurs / Family Offices
- Minimum Client Ticket Size: ₹10 Cr+
- Industry: Private Wealth / Private Banking / Wealth Management
- Ctc : 30 LPA to 1 Cr

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 robust 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.

Strong communication, presentation and negotiation skills.

Graduate/Postgraduate required; MBA / CFA / CFP / CA / NISM preferred.

Preferred Background

Candidates currently working with:

Private Banks under Wealth Verticals.. such as HDFC Private banking group , ICICI Pvt Wealth, Axis - Burgandy Pvt, etc

Wealth Management Firms : 360, Nuvana Pvt, MOSL Pvt, ICICI Sec Pvt Wealth, Avendus, Spark, Incred , other wealth Firm etc

Family Offices

Investment Advisory Firms

PMS / AIF Platforms

NBFC Wealth Management

Boutique Wealth Management Firms

Leading Financial Services Organisations

Interested candidate please upload your resume or DM

Pay: ₹3,000,000.00 - ₹10,000,000.00 per year

Work Location: In person

📌 Private wealth manager (Mumbai)
🏢 Ampalvik Enterprises
📍 Mumbai