Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Coimbatore District; On-site; INR 1,500,000 - 2,500,000; Full time

Benefits offered by this job

Restaurant allowance

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is hiring Private Wealth Relationship Managers across eight cities to service affluent clients.

The role focuses on acquiring and managing HNI and UHNWI relationships, driving AUM growth through client acquisition and wallet-share expansion, and delivering comprehensive wealth solutions across funds, PMS/AIF, fixed income, insurance and estate planning. You will engage with entrepreneurs, promoters, professionals, family offices and corporate

Qualifications

• Proven HNI and UHNWI relationship management and acquisition track record within private wealth, private banking or wealth management.

Responsibilities

• Acquire and manage HNI/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 relations

AUM growth

Wealth management

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.