Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is hiring Private Wealth Relationship Managers across eight Indian cities to serve affluent and ultra-affluent clients.

You will acquire and manage HNI and UHNWI relationships, drive AUM growth through client acquisition and wallet-share expansion, and provide comprehensive wealth management solutions across funds, PMS, AIF, fixed income, and insurance. Ideal candidates have proven track records in private wealth, private banking or wealth management

Qualifications

• Proven track record in private wealth, private banking or wealth management.

Responsibilities

• Acquire and manage HNI and UHNWI relationships.
• Drive AUM growth through client acquisition and wallet-share expansion.
• Offer wealth solutions across mutual funds, PMS, AIF, fixed income, and insurance.
• Engage entrepreneurs, family offices, and corporate executives.

Skills

HNI relationships

UHNWI relationships

Client acquisition

Wealth management

AUM growth

Entrepreneurs 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.