Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Nagpur District; On-site; INR 1,200,000 - 3,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd.

is hiring Private Wealth Relationship Managers to serve affluent and ultra-affluent clients across eight major Indian cities. You will acquire and manage HNI/UHNWI relationships, drive AUM growth through client acquisition and wallet-share expansion, and provide wealth management solutions across mutual funds, PMS, AIF, fixed income, structured products, insurance, and estate planning.

Qualifications

• Proven HNI/UHNWI relationship management and acquisition track record.
• Experience in wealth management products and solutions.
• Strong client-facing and interpersonal skills.
• Willingness to work across multiple cities in India.

Responsibilities

• Acquire and manage HNI/UHNWI relationships.
• Drive AUM growth via client acquisition and wallet share.
• Deliver wealth management solutions across mutual funds, PMS, AIF, FI, insurance, and estate planning.
• Engage with entrepreneurs, family offices and corporate executives.

Skills

HNI/UHNWI relations

AUM growth

Wealth management

City flexibility

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.