Private Wealth Manager

2sr Innovations

Hyderabad, Chennai

On-site

INR 1,200,000 - 2,400,000

Full time

4 days ago
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Job summary

2sr Innovations seeks a Private Wealth professional to manage HNI/UHNI portfolios in Hyderabad, delivering tailored wealth products and asset growth strategies backed by research data. The role requires building strong client relationships and meeting targets.

You will regularly review portfolios, provide investment solutions across PMS/AIF and MF, and collaborate with relationship teams to deepen client partnerships.

Qualifications

  • Graduate education
  • 8–15 years experience in wealth management or private banking
  • Exceptional networking and relationship-building skills

Responsibilities

  • Manage HNI/UHNI portfolios and accelerate asset growth by delivering a tailored wealth product.
  • Deliver investment solutions using research data and conduct regular portfolio reviews.
  • Product management: PMS/AIF, MF

Skills

Networking
Relationship-building
Target-oriented

Education

Graduate

Job description

Private Wealth
  • Manage HNI/UHNI portfolios and accelerate asset growth by delivering a tailored wealth product
  • Deliver investment solutions using research data and conduct regular portfolio reviews.
  • Product Management: PMS/AIF, MF
Required Candidate profile
  • Education: Graduate
  • Experience: 8–15 years in a reputed Wealth Management or Private Banking platform.
  • Core Skills: Exceptional networking, relationship-building, and target-oriented drive.
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