Relationship Manager – Wealth Management (HNI) | Bangalore

StackWealth LLC; Bengaluru; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Stack Wealth seeks an experienced Relationship Manager for Wealth Management (HNI/UHNI). You will source, onboard and manage high-net-worth clients, advising on investment products and wealth structuring while growing AUM.

You will build long-term client relationships, conduct periodic portfolio reviews and coordinate with product, research and operations teams to deliver strong client experiences.

Qualifications

• MBA or CFA preferred.
• 5+ years of experience in wealth management or related roles.
• Proven track record of acquiring HNI clients and growing AUM.
• Strong communication, networking and business development skills.

Responsibilities

• New Client Acquisition: Proactively identify, prospect and acquire new HNI/UHNI clients.
• Own HNI/UHNI Client Relationships: Manage end-to-end relationships for defined clients.
• AUM & Revenue Growth: Grow the client book through acquisitions and wallet share.
• Asset Allocation & Wealth Planning: Lead conversations on asset allocation and structuring.
• Portfolio Reviews: Conduct periodic reviews and discuss performance.
• Investment Advisory: Advise across PMS, AIFs and other investment products.
• Suitability & Documentation: Ensure recommendations align with risk profile.
• Cross-Functional Coordination: Work with Product, Research and Ops teams.

Skills

Wealth management

New client acquisition

Relationship management

Portfolio reviews

Investment advisory

Asset allocation

Communication skills

Networking

Education

MBA

CFA

Job description

Relationship Manager - Wealth Management (HNI)

Company: Stack Wealth

About the Role

We are looking for an experienced and client-focused Relationship Manager - Wealth Management (HNI) to acquire, manage and grow a portfolio of HNI and UHNI clients.

This is a client acquisition + relationship management role. You will be responsible for sourcing and onboarding new HNI/UHNI clients, building long-term relationships, advising across investment products such as PMS, AIFs, fixed income and structured products, conducting periodic portfolio reviews, and growing AUM through both new client acquisition and deeper wallet share from existing relationships.

Key Responsibilities

• New Client Acquisition: Proactively identify, prospect and acquire new HNI/UHNI clients through referrals, personal networks, outbound efforts and other business development channels.
• Own HNI/UHNI Client Relationships: Manage end-to-end relationships for a defined set of HNI and UHNI families and act as their primary point of contact.
• AUM & Revenue Growth: Grow the client book through new acquisitions, referrals, increasing wallet share and deepening relationships with existing families.
• Asset Allocation & Wealth Planning: Lead conversations around asset allocation, liquidity planning and wealth structuring with clients and their families.
• Portfolio Reviews: Conduct periodic portfolio reviews and lead performance conversations, including difficult market or portfolio discussions when required.
• Investment Advisory: Advise clients across PMS, AIFs and other investment products such as fixed income and structured products, aligned with their investment horizon and risk profile.
• Suitability & Documentation: Ensure recommendations are documented and aligned with the client’s recorded risk profile.
• Cross-Functional Coordination: Work closely with Product, Research and Operations teams to deliver a seamless client experience.

Qualifications & Experience

• MBA or CFA preferred
• NISM Series V-A and X-A/X-B certification preferred, or ability to clear the required certifications quickly
• 5+ years of experience in wealth management, private banking or a broking relationship role
• Proven track record of acquiring HNI clients, managing relationships and growing AUM
• Strong communication, networking and business development skills