Private Wealth Manager

Rekrut India; Hyderabad, Chennai District, Coimbatore District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Rekrut India is seeking a Wealth Manager / Wealth Relationship Manager in India to manage and grow relationships with HNI/UHNI clients, acquire new business, and expand AUM with tailored investment solutions.

The ideal candidate has 8+ years in wealth management or financial services, excellent communication and presentation skills, a strong network, and a disciplined approach to achieving AUM, revenue and client targets.

Qualifications

• Strong relationship management and client acquisition skills.
• Good knowledge of wealth management and financial products.
• Strong communication and presentation skills.
• Existing HNI/UHNI client network or book of business will be preferred.
• Target-oriented and strong business development mindset.

Responsibilities

• Manage and grow relationships with HNI/UHNI clients.
• Acquire new clients and generate business through references, market mapping, and networking.
• Manage and grow the clients AUM and ensure client retention.
• Understand clients’ financial goals and provide suitable investment solutions.
• Handle products such as Mutual Funds, Equity, Bonds, PMS, AIF, Structured Products, Insurance, and other wealth products.
• Generate revenue through client acquisition and cross-selling of wealth products.
• Build strong relationships with existing and prospective clients.
• Coordinate with internal teams for smooth execution of client requirements.
• Achieve assigned AUM, revenue, and client acquisition targets.

Skills

Relationship management

Client acquisition

Wealth management

Communication skills

Presentation skills

Job description

Position: Wealth Manager / Wealth Relationship Manager

Location: [Delhi / Gurgaon / Mumbai / Hyderabad /Chennai/ Coimbatore /Kolkata]

Experience: 8+ years in Wealth Management, Private Banking, Broking, or Financial Services

Key Responsibilities:

• Manage and grow relationships with HNI/UHNI clients.
• Acquire new clients and generate business through references, market mapping, and networking.
• Manage and grow the clients AUM and ensure client retention.
• Understand clients’ financial goals and provide suitable investment solutions.
• Handle products such as Mutual Funds, Equity, Bonds, PMS, AIF, Structured Products, Insurance, and other wealth products.
• Generate revenue through client acquisition and cross-selling of wealth products.
• Build strong relationships with existing and prospective clients.
• Coordinate with internal teams for smooth execution of client requirements.
• Achieve assigned AUM, revenue, and client acquisition targets.

Required Skills:

• Strong relationship management and client acquisition skills.
• Good knowledge of wealth management and financial products.
• Strong communication and presentation skills.
• Existing HNI/UHNI client network or book of business will be preferred.
• Target-oriented and strong business development mindset.

Preferred Background:

Candidates from Wealth Management, Private Banking, Broking, Investment Advisory, or Financial Services backgrounds will be preferred.