Private Wealth Relationship Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Surat; On-site; INR 2,500,000 - 5,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking Private Wealth Relationship Managers to cover eight cities across India.

The role focuses on acquiring and managing HNI/UHNWI clients, driving AUM growth, and delivering wealth management solutions across a broad range of products and services. Candidates should have a proven track record in private wealth, private banking or wealth management and be ready to engage with entrepreneurs, family offices, and corporate executives in a

Qualifications

• Proven track record in HNI/UHNWI relationship management within private wealth, private banking or wealth management.
• Experience in acquiring HNI/UHNWI clients and expanding wallet share.

Responsibilities

• Acquire and manage HNI/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 planning.
• Develop engagement with entrepreneurs, promoters, professionals, family offices and corporate executives.

Skills

HNI/UHNWI relationship management

Client acquisition

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.