Senior Wealth Manager

Hireginie; Pune District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Hireginie is seeking a Senior Relationship Manager – Wealth Management with 6–8 years of experience to lead client relationships and deliver customized investment solutions for HNI/UHNI clients in wealth management.

The role focuses on understanding client goals, risk appetite, and financial needs, while driving new client acquisition and ensuring superior service and compliant operations. Strong communication and collaboration with product teams are essential.

Qualifications

• 6–8 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Distribution.
• Graduate or Postgraduate in Finance, Commerce, Business Administration, or related field.
• Certifications such as NISM, Investment Adviser Level XXI, VA, XA & XB.

Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients with focus on wealth creation and retention.
• Understand client goals, risk appetite, and financial needs to recommend appropriate investment products.
• Drive new client acquisition through referrals, networking, and market intelligence.
• Ensure regular engagement with clients via reviews, portfolio updates, and financial planning discussions.
• Collaborate with product and research teams to deliver best-in-class investment solutions.
• Track market trends, investment performance, and regulatory updates to proactively advise clients.
• Ensure compliance with all regulatory, legal, and company guidelines. Achieve revenue and AUM growth targets as per business objectives.

Skills

Client relationship management

Investment knowledge

Communication skills

Teamwork

Education

Any Graduate / Post Graduate

Job description

Senior Relationship Manager – Wealth Management

About Our Client:

Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth.

Job Title: Senior Relationship Manager – Wealth Management

Experience: 6–8 Years

Educational Qualification: Any Graduate / Post Graduate

About the role:

We are seeking a dynamic and client-focused Senior Relationship Manager with 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.

Responsibilities:

• Manage and grow a portfolio of HNI/UHNI clients with focus on wealth creation and retention.
• Understand client goals, risk appetite, and financial needs to recommend appropriate investment products (Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, etc).
• Drive new client acquisition through referrals, networking, and market intelligence.
• Ensure regular engagement with clients via reviews, portfolio updates, and financial planning discussions.
• Collaborate with product and research teams to deliver best-in-class investment solutions.
• Track market trends, investment performance, and regulatory updates to proactively advise clients.
• Ensure compliance with all regulatory, legal, and company guidelines. Achieve revenue and AUM growth targets as per business objectives.

Requirement:

• Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field.
• 6–8 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Distribution.
• Strong knowledge of Investment Products across Asset Classes.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work independently as well as in a team-driven environment.
• Certifications such as NISM,Investment Adviser Level XXI, VA, XA & XB