Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Jaipur; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is hiring Private Wealth Relationship Managers across eight cities in India.

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

Qualifications

• Proven track record in HNI/UHNWI relationship management and acquisition within private wealth/ banking.
• Knowledge of wealth management products and services.
• Ability to engage with entrepreneurs, promoters, professionals, family offices and executives.

Responsibilities

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

Skills

HNI/UHNWI relationships

AUM growth

Wealth management knowledge

Entrepreneur 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.