Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Hyderabad; On-site; INR 1,500,000 - 3,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. invites applications from experienced Private Wealth Relationship Managers to oversee HNIs across eight cities. The role focuses on client acquisition, deep wallet-share growth, and delivering sophisticated wealth management solutions.

You will build enduring partnerships with entrepreneurs, professionals, family offices and corporate executives, driving growth in Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, Pune, Kolkata and Ahmedabad.

Qualifications

• Minimum track record in HNI/UHNWI relationship management.
• Experience in private wealth or wealth management sales.
• Proven client acquisition and AUM growth.
• Strong engagement with entrepreneurs and family offices.

Responsibilities

• Acquire and manage HNI/UHNWI relationships.
• Drive AUM growth through client acquisition and wallet-share expansion.
• Provide wealth management solutions across asset classes (mutual funds, PMS, AIF, FI, insurance).
• Develop engagement with entrepreneurs, promoters, professionals, family offices and executives.

Skills

HNI/UHNWI relationships

Acquisition & wallet-share

Wealth management knowledge

Entrepreneur engagement

Client engagement

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.