Private Wealth Manager

Unidus Services; Ludhiana, Varanasi, Kanpur; Presencial; INR 2.500.000 - 4.000.000; Jornada completa

Descripción de la vacante

Unidus Services seeks a Private Wealth Relationship Manager to acquire and deepen UHNI client relationships, manage large AUM books and deliver customized wealth solutions. The role requires investment-product knowledge and a track record of growing AUM through high-net-worth networks.

You will engage UHNI clients, entrepreneurs and family offices, offering expertise across PMS, AIFs, mutual funds and fixed-income solutions, while coordinating with specialists for comprehensive family office

Formación

• Experience in Private Wealth Management or UHNI relationship management.
• AUM of 100 crore or more in client book.
• Exposure to UHNI clients, entrepreneurs, business promoters or family offices.
• Knowledge of PMS, AIFs, Mutual Funds, equities and fixed-income products.
• Proven ability in client acquisition, AUM growth, revenue generation and relationship retention.

Responsabilidades

• UHNI Client Acquisition: Identify and onboard new UHNI clients, entrepreneurs, business owners and family offices through networks, referrals and market relationships.
• Portfolio and AUM Management: Manage an existing client portfolio with an AUM track record of 100 crore or more.
• Investment Advisory: Understand client objectives, liquidity needs, risk appetite and time horizons to suggest suitable investments.
• Product Expertise: Develop client relationships across Mutual Funds, PMS, AIFs, equities, bonds and fixed-income products.
• Family Office Engagement: Address broader needs like estate planning and family governance with relevant specialists.
• Business Development: Drive net new AUM, revenue growth and wallet share through long-term relationships.
• Portfolio Reviews: Monitor performance and coordinate periodic reviews with clients.
• Compliance and Documentation: Adhere to regulatory requirements and documentation standards.

Conocimientos

Relationship management

Communication

Negotiation

Educación

Graduate/Postgraduate in Finance, Commerce, Economics, Management

Descripción del empleo

Private Wealth Relationship Manager

Private Wealth || 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: 815 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.