Private Wealth Manager

Unidus Services; Ernakulam, Udaipur District, Amritsar; Hybrid; INR 5,000,000 - 9,000,000; Full time

Job summary

Unidus Services is seeking an experienced Private Wealth Relationship Manager to acquire, manage and deepen UHNI client relationships with a focus on delivering customized wealth solutions.

The role requires 10–20 years in Private Wealth or related wealth-advisory fields, with proven AUM track record and strong knowledge of PMS, AIFs, mutual funds, equities and fixed income. AUM growth and cross-selling are key expectations.

Qualifications

• 10–20 years in Private Wealth Management or closely related wealth-advisory role.
• AUM of 100 crore or more currently managed or with demonstrable responsibility.
• Exposure to UHNI clients, entrepreneurs, family offices or senior executives.
• Good understanding of PMS, AIFs, Mutual Funds, equities and fixed-income products.
• Proven client acquisition, AUM growth and relationship-retention.

Responsibilities

• Acquire and deepen UHNI client relationships and onboard new clients.
• Manage a client portfolio with AUM of 100 crore+ and document performance.
• Understand client objectives, liquidity needs, risk appetite and horizons to propose suitable investments.
• Develop client relationships across mutual funds, PMS, AIFs, equities and fixed income products.
• Coordinate with specialists for family-office needs including wealth transfer and governance.
• Drive net new AUM, revenue growth and cross-selling through long-term relationships.
• Conduct periodic portfolio reviews and communicate market developments to clients.
• Ensure compliance with regulatory requirements and documentation standards.

Skills

Relationship management

UHNI / private banking

AUM handling

Investment advisory

Education

Finance / Commerce / Economics / Management degree

Tools

PMS

AIFs

Mutual Funds

Equities

Fixed income

Job description

Private Wealth Relationship Manager Private Wealth Manager ( individual Capaciy) || 10 to 20 Years ||100 Cr+ AUM ||UHNI & Family Office || ATS per Client - 10 CR +

About Private Wealth

Pvt Wealth mgr provides wealth-management and investment solutions to HNI and UHNI clients, with offerings across equity, fixed income, alternative investments, portfolio monitoring, family office services and estate planning. Its investment proposition includes an open-architecture approach to third-party investment products.

Job Purpose

To acquire, manage and deepen relationships with Ultra-High-Net-Worth Individuals (UHNIs), business promoters, entrepreneurs and family offices. The role requires strong relationship-management capabilities, investment-product knowledge, a proven AUM track record and the ability to deliver customized wealth solutions while driving business growth.

Key Responsibilities

1. UHNI Client Acquisition: Identify and onboard new UHNI clients, entrepreneurs, business owners and family offices through professional networks, referrals and market relationships.
2. Portfolio and AUM Management: Manage an existing client portfolio with a demonstrated AUM track record of 100 crore or more, subject to validation of individual contribution and ownership. ATS Aum per client should be appx 10 CR Plus
3. Investment Advisory: Understand client investment objectives, liquidity needs, risk appetite and time horizons to facilitate suitable investment solutions.
4. Product Expertise: Develop client relationships across Mutual Funds, PMS, AIFs, equities, bonds, fixed-income products and other relevant investment solutions.
5. Family Office Engagement: Understand the broader financial needs of business families, including wealth preservation, intergenerational wealth transfer, estate planning and family governance, coordinating with relevant specialists where required.
6. Business Development: Drive net new AUM, revenue growth, client acquisition, wallet share and cross-selling through long-term client relationships.
7. Portfolio Reviews: Monitor portfolio performance, communicate relevant market developments and coordinate periodic investment reviews with clients.
8. Compliance and Documentation: Follow applicable regulatory requirements, internal policies, client suitability standards and documentation procedures.

Candidate Eligibility

• Experience: 10 to 20 years in Private Wealth Management, UHNI Relationship Management, Private Banking or a closely related wealth-advisory role.
• AUM: Currently manages or has demonstrable responsibility for a client book of 100 crore or more.
• Client Profile: Established exposure to UHNI clients, entrepreneurs, business promoters, senior executives or family offices.
• Products: Good understanding of PMS, AIFs, Mutual Funds, equities, bonds and fixed-income products.
• Business Development: Proven record of client acquisition, AUM growth, revenue generation and relationship retention.
• Education: Graduate or postgraduate in Finance, Commerce, Economics, Management or a related discipline.
• Communication: Strong interpersonal, presentation, negotiation and relationship-building skills.