Private Wealth Relationship Manager – Bank Synergy HR Consultancy

The Corporate Institute; Mumbai; On-site; INR 2,400,000 - 4,000,000; Full time

Job summary

Synergy Hr consultancy is seeking a Senior Wealth RM to manage and expand an existing client book across Pan India. The candidate should have 8+ years in wealth management and a track record in acquiring and retaining HNI/UHNI clients.

You will drive investment advisory, portfolio management, and growth in AUM through products like mutual funds, equities, PMS, AIF, structured products, and private equity. Standalone role, compensation up to 40 LPA with bonuses.

Qualifications

• 8+ years in Wealth Management with an existing client book.
• Strong AUM portfolio and proven track record in Wealth Management.
• Experience with HNI/UHNI client acquisition and retention.

Responsibilities

• Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth.
• Provide financial advice and implement planning recommendations for high net worth clients.
• Build AUM across products like Mutual Funds, Equities, PMS, AIF, Structured products & Private Equities.
• Determine when plan reassessment is needed due to life, economic, environmental or performance changes.

Skills

Investment Advisory

Portfolio Management

AUM Growth

HNI Acquisition

Client Retention

Job description

Synergy Hr consultancy is looking to hire RM Wealth across Pan India

Experience: 8+ years in Wealth Management with an existing client book.

Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & Retention

Requirements: Must have a strong AUM portfolio and proven track record in Wealth Management

Responsibilities:

• Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth
• Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.
• Candidate will be responsible for building AUM in products like Mutual Funds – Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.
• Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.

Well verse with Equity , MF, PMS , AIF , Structured Product

Compensation: Upto 40 lacs plus bonuses

This is a Standalone Position , No Team will be provided