Private Wealth Manager

Unidus Services; Visakhapatnam, Mangaluru, Coimbatore District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Unidus Services in Visakhapatnam is seeking a Private Wealth Relationship Manager to acquire and deepen UHNI client relationships and to manage portfolios with substantial AUM. You will deliver tailored investment solutions across PMS, AIFs, mutual funds, equities, and fixed income while coordinating family office services.

The role requires 8–15 years in private wealth, proven AUM track record, and strong client-facing communication skills with a focus on growth and compliance.

Qualifications

• 8–15 years in Private Wealth Management or related wealth advisory roles.
• AUM of 100 crore or more with demonstrable responsibility.
• Exposure to UHNI clients, entrepreneurs, family offices.

Responsibilities

• UHNI Client Acquisition: identify and onboard UHNI clients and family offices.
• Portfolio and AUM Management: maintain and grow client portfolios with strong AUM performance.
• Investment Advisory: tailor investment strategies to client objectives and risk appetite.
• Product Expertise: advise on mutual funds, PMS, AIFs, equities, bonds, and fixed-income products.
• Family Office Engagement: address wealth planning, estate considerations, and cross-family needs.
• Business Development: drive net new AUM and revenue growth through relationships.
• Portfolio Reviews: conduct regular reviews and communicate market updates to clients.
• Compliance and Documentation: adhere to regulatory standards and proper client documentation.

Skills

UHNI relations

AUM management

Investment advisory

Product knowledge

Portfolio reviews

Compliance

Education

Finance/Economics

Job description

Private Wealth Relationship Manager

Private Wealth || 815 Years ||100 Cr+ AUM ||UHNI & Family Office || ATS per Client - 10 CR +

About Private WealthPvt 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 PurposeTo 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.