Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is recruiting Private Wealth Relationship Managers across eight cities, including Ahmedabad.

The role focuses on acquiring and managing HNI/UHNWI relationships and driving AUM growth through client acquisition and wallet-share expansion. You will provide comprehensive wealth management solutions spanning mutual funds, PMS, AIF, fixed income, structured products, insurance, and estate and succession planning, while building strong engagement with

Qualifications

• Proven HNI/UHNWI relationship management track record.
• Experience in private wealth or wealth management.
• Ability to acquire clients and grow AUM.

Responsibilities

• Acquire and manage HNI and UHNWI relationships
• Drive AUM growth through client acquisition and wallet-share expansion
• Provide comprehensive wealth management solutions across mutual funds, PMS, AIF, fixed income, structured products, insurance, and estate and succession planning
• Develop strong engagement with entrepreneurs, promoters, professionals, family offices and corporate executives

Skills

HNI/UHNWI relationships

AUM growth

Client acquisition

Wealth management solutions

Job description

A financial services organisation specialising in wealth management solutions for affluent and ultra-affluent clients is hiring Private Wealth Relationship Managers across eight cities.

Key responsibilities:

• Acquire and manage HNI and UHNWI relationships
• Drive AUM growth through client acquisition and wallet-share expansion
• Provide comprehensive wealth management solutions across mutual funds, PMS, AIF, fixed income, structured products, insurance, and estate and succession planning
• Develop strong engagement with entrepreneurs, promoters, professionals, family offices and corporate executives

Environment: entrepreneurial, client-centric and growth-oriented, empowering Relationship Managers to build long-term wealth partnerships.

Locations: Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, Pune, Kolkata and Ahmedabad. Applicants should indicate their preferred city.

Candidate profile: proven HNI and UHNWI relationship management and acquisition track record within private wealth, private banking or wealth management.