Senior Partner – Wealth Management – UHNI Segment Starchase Executive Seach Consultancy

The Corporate Institute; Hyderabad; On-site; INR 6,000,000 - 12,000,000; Full time

Job summary

The Corporate Institute is seeking a Senior Partner Wealth Management to manage UHNI relationships and deliver bespoke wealth management solutions in Hyderabad. You will acquire, advise and manage high-net-worth clients, expanding a quality client franchise while targeting AUM growth and revenue generation.

You will build long-term relationships with entrepreneurs and family offices, offering a wide range of investment products and tailored strategies, with a strong emphasis on governance and

Qualifications

• Graduate/Post Graduate (MBA equiv.).
• Proven experience in Wealth Management, Private Banking, Financial Advisory or Asset Management.
• Strong understanding of investment products, financial markets and portfolio construction.
• Excellent relationship management, business development and communication skills.
• Entrepreneurial mindset with the ability to build and expand a quality client franchise.

Responsibilities

• Acquire, advise and manage UHNI client relationships.
• Develop and grow a high-quality client portfolio through new client acquisition and relationship deepening.
• Provide comprehensive wealth management solutions across Mutual Funds, PMS, AIF, Fixed Income, Structured Products, Private Equity, Global Investments and other investment solutions.
• Understand clients’ financial objectives, risk profile and investment needs to recommend suitable strategies.
• Achieve business targets relating to client acquisition, client retention, revenue generation and managed client book growth.
• Build long-term trusted relationships with entrepreneurs, business owners, promoters, CXOs, and family offices.
• Maintain high standards of client service, governance and ethical business practices.

Skills

Relationship Management

Client Acquisition

Wealth Advisory

Portfolio Advisory

Communication Skills

Business Development

Entrepreneurial Mindset

Education

MBA

Job description

Job Description:

Senior Partner Wealth Management for UHNI relationships.

The role involves acquiring, advising, and managing affluent clients while delivering bespoke wealth management solutions across a diverse range of investment products.

The ideal candidate will possess an established client network, strong relationship management capabilities, and a consistent record of driving Assets Under Management (AUM) growth and revenue generation.

Key Responsibilities:

• Acquire, advise and manage UHNI client relationships.
• Develop and grow a high-quality client portfolio through new client acquisition and relationship deepening.
• Provide comprehensive wealth management solutions across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Income, Structured Products, Private Equity, Global Investments and other investment solutions.
• Understand clients’ financial objectives, risk profile and investment needs to recommend suitable strategies.
• Achieve business targets relating to client acquisition, client retention, revenue generation and managed client book growth.
• Build long-term trusted relationships with entrepreneurs, business owners, promoters, CXOs, and family offices.
• Maintain high standards of client service, governance and ethical business practices.

Candidate Profile:

• Graduate/Post Graduate (MBA equiv.).
• Proven experience in Wealth Management, Private Banking, Financial Advisory or Asset Management.
• Strong understanding of investment products, financial markets and portfolio construction.
• Excellent relationship management, business development and communication skills.
• Entrepreneurial mindset with the ability to build and expand a quality client franchise.

Eligibility Criteria:

• Senior Partner: Candidates should have a proven track record of managing UHNI relationships with an individual client book of 30-50 Crore and above with AUM of Rs 1500 crore +.

Preferred Industry Background:

• Wealth Management
• Private Banking
• Asset Management
• Family Office
• Investment Advisory

Key Competencies:

• Relationship Management
• Client Acquisition
• Wealth Advisory
• Portfolio Advisory
• Business Development
• Communication & Presentation Skills
• High Integrity and Professionalism