Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Pune District; 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 to serve affluent clients.

You will acquire and manage HNI and UHNWI relationships, drive AUM growth through client acquisition and wallet-share expansion, and deliver wealth solutions across funds, PMS, AIF, fixed income, structured products, insurance, and estate planning. You will engage entrepreneurs, promoters, professionals, family offices and corporate executives in an

Qualifications

• Proven HNI and UHNWI relationship management and acquisition track record within private wealth, private banking or wealth management.
• 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.

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

Skills

HNI/UHNWI relationship management

Client acquisition

Wealth management knowledge

Communication skills

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.