Relationship Manager - Private Wealth

Mintskill HR Solutions LLP; Mumbai, Pune District, Ahmedabad District; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A financial services firm is seeking a Financial Advisor based in Mumbai, India. The ideal candidate will have over 5 years of experience in private wealth management, expertise in revenue generation through various financial products, and a strong UHNI network. Responsibilities include providing tailored investment solutions to clients, monitoring market trends, and ensuring regulatory compliance. Exceptional communication skills and a passion for client management are essential for success in this role.

Qualifications

• 5+ years of experience in Private Wealth Management.
• Proven experience in private banking or wealth management.
• Strong client UHNI network.

Responsibilities

• Provide financial solutions for high net worth clients.
• Monitor financial market trends.
• Achieve targets for acquisition and revenue generation.
• Share model portfolios with clients.
• Ensure compliance with regulatory requirements.

Skills

Revenue generation through financial products

Exceptional communication skills

Relationship management

Ability to think Big

High integrity

Education

Graduate with MBA from Premier B schools

Job description

Mumbai, Ahmedabad, Pune, India | Posted on 10/23/2025

• Providing financial solutions for high net worth clients.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size.
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
• Sharing model portfolios with clients
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with company.
• Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Requirements

Job Requirements

• Experience in revenue generation through financial products: Fixed Income, AIF, MF, Equity, Commodities, Lending, Deposits, PMS, PE and Unlisted products, etc.
• Proven experience in private banking, wealth management, or a related field, with a strong track record of managing a self-sustained client book.
• Strong client UHNI network and relationships
• Exceptional communication skills.
• Ability to think Big
• High on integrity, Passionate, Ambitious, Entrepreneurial mindset
• Relationship management skills, collaborative approach and a team player
• Exp – 5+ years of experience into Private wealth management.
• Education – Graduate with MBA from Premier B schools