Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; New Delhi; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. invites applications for Private Wealth Relationship Managers to serve affluent clients across Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, Pune, Kolkata and Ahmedabad.

Successful candidates will acquire and manage HNI and UHNWI relationships, drive AUM growth, and deliver comprehensive wealth-management solutions across mutual funds, PMS, AIF, fixed income, insurance, and estate planning.

Qualifications

• Proven HNI/UHNWI relationship management within private wealth or wealth management.

Responsibilities

• Acquire and manage HNI/UHNWI relationships.
• Drive AUM growth via client acquisition and wallet-share expansion.
• Provide wealth management solutions: mutual funds, PMS, AIF, fixed income, insurance, and estate planning.
• Engage with entrepreneurs, promoters, professionals, family offices and corporate executives.

Skills

HNI/UHNWI relations

AUM growth

Entrepreneur/family office 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.