Private Wealth Manager

Unidus Services; Kolkata District, Indore District, Ahmedabad District; On-site; INR 4,500,000 - 7,500,000; Full time

Job summary

Unidus Services seeks an experienced Private Wealth Manager to acquire and deepen relationships with HNI/UHNI clients, entrepreneurs, promoters and family offices across India. The role focuses on managing 10 Cr+ investable assets with a proven track record in client acquisition and AUM mobilisation.

The ideal candidate will provide customised wealth solutions, conduct portfolio reviews and collaborate with investment specialists to drive revenue and cross-sell opportunities.

Qualifications

• Experience handling 10 Cr+ investible assets / ticket size.
• Proven track record in AUM acquisition and client retention.
• Strong knowledge of wealth management products and investments.
• Graduate/Postgraduate qualification; MBA/CFA/CFP/CA/NISM preferred.

Responsibilities

• Acquire and manage HNI/UHNI clients with a focus on 10 Cr+ 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.
• 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.

Skills

Client acquisition

Relationship management

AUM mobilisation

Wealth management

Cross-selling

Portfolio reviews

Communication

Negotiation

Education

MBA

CFA

CFP

CA

NISM

Tools

PMS / AIF Platforms

Job description

PRIVATE WEALTH MANAGER UHNI

Position: Private Wealth Manager / Senior Wealth Manager

Experience: 7–15 Years

Location: Mumbai / Delhi / Bengaluru / Hyderabad / Chennai / Kolkata / Jaipur / Pune

Client Segment: HNI / UHNI / Promoters / Entrepreneurs / Family Offices

Minimum Client Ticket Size: 10 Cr+

Industry: Private Wealth / Private Banking / Wealth Management

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 strong 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
• Wealth Management Firms
• Family Offices
• Investment Advisory Firms
• PMS / AIF Platforms
• NBFC Wealth Management
• Boutique Wealth Management Firms