Private Wealth Relationship Manager

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks Private Wealth Relationship Managers to serve affluent clients across eight Indian cities.

You will acquire and manage HNI/UHNWI relationships, drive AUM growth, and deliver wealth solutions across funds, PMS, AIF and estate planning. Ideal candidates have proven track records in private wealth or private banking, with a client‑centred approach, to build long‑term wealth partnerships in Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, Pune,

Qualifications

• Experience managing HNI/UHNWI portfolios in private wealth or private banking.
• Strong understanding of wealth-management products and client acquisition strategies.

Responsibilities

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

Skills

HNI/UHNWI relationships

Wealth management

AUM growth

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.