Private Wealth Manager

Unidus Services; Kamrup Metropolitan, Khordha, Patna; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Unidus Services seeks a Private Wealth Relationship Manager to acquire, manage and deepen UHNI client relationships. You will handle portfolios with AUM of 100 crore+ and deliver customized wealth solutions across PMS, AIFs, mutual funds, equities and fixed income, while driving business growth.

The role requires 8–15 years of relevant experience, strong networking, and a track record in client acquisition and revenue generation within private banking or wealth advisory settings.

Qualifications

• 8–15 years of Private Wealth Management or related wealth-advisory experience.
• AUM of 100 crore or more under current or recent responsibility.
• Exposure to UHNI clients, entrepreneurs, business promoters or family offices.
• Solid understanding of PMS, AIFs, Mutual Funds, equities and fixed-income products.
• Proven record of client acquisition, AUM growth and revenue generation.

Responsibilities

• UHNI client acquisition and onboarding through networks, referrals, and relationships.
• Portfolio and AUM management for a high-value client book (100 cr+).
• Provide investment advisory aligned with client objectives and risk profile.
• Develop client relationships across asset classes and family-office services.
• Drive business development, wallet share and cross-selling via long-term relationships.
• Conduct periodic portfolio reviews and communicate market developments.
• Ensure regulatory compliance and maintain proper documentation.

Skills

UHNI relationship management

AUM management

Investment advisory

Portfolio management

Business development

Education

Graduate or postgraduate in Finance, Commerce, Economics, Management

Job description

Private Wealth Relationship Manager

Private Wealth Manager ( individual contributor) || 815 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: 8–15 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.