UHNI Wealth Manager

Client of Radhe Consultants Vadodara; Hyderabad, Chennai, Bengaluru; On-site; INR 40,000,000 - 70,000,000; Full time

Job summary

Client of Radhe Consultants Vadodara is seeking a Senior Relationship Manager / Private Banker to serve UHNI clients, Family Offices, CXOs and Promoters across key South India markets. The role demands a track record in wealth management, high-value client acquisition, and advisory capabilities in PMS, AIF, structured products and private equity.

Location: Bangalore, Hyderabad, Chennai, Coimbatore, Vizag, Cochin.

Qualifications

• Total Experience: 13+ to 15+ years of direct sales and client management experience in Wealth Management / Private Banking.
• Company Vintage & Stability: Minimum 5 consecutive years in either the current organization or the immediate previous organization (demonstrating strong client retention and trust).
• Pedigree & Brand: Must be currently or previously associated with Top-Tier Private Wealth NBFCs or Banks where Wealth Management is the primary core business.
• Client Segment & Ticket Size: Proven experience handling CXO/Promoter-level UHNI customers with an average ticket size of 5 Cr to 25 Cr.
• AUM & Book Metrics: Minimum Direct AUM: 250 Cr+. Client Base Concentration: Managing maximum 50 clients.
• The candidate must have served same company or the previous company for at least 5 years.

Responsibilities

• Client Acquisition & Management: Direct customer-facing sales role managing relationships with CXO-level executives, Promoters, and UHNI families with RV / Ticket Size ranging from 5 Cr to 25 Cr.
• Product Advisory: Deliver tailored wealth advisory and asset allocation solutions, specializing in PMS, AIF, Structured Products, Private Equity, and Unlisted Equity.
• Book & AUM Management: Build, grow, and manage a high-yield direct book with an active AUM of 250 Cr+ across a focused base of up to 50 key clients.
• Strategic Wealth Planning: Partner with Family Offices to offer comprehensive wealth creation, estate planning, succession advisory, and bespoke financial strategies.
• Retention & Growth: Deepen existing account relationships through proactive portfolio reviews, risk management, and market updates.

Job description

Private Banker / Senior Relationship Manager UHNI & Family Office (40L - 70L CTC)Job Highlights

• Role: Senior Relationship Manager / Private Banker
• Target Segment: UHNI (Net Worth > 5 Cr), Family Offices, CXOs & Promoters
• Locations: Bangalore, Hyderabad, Chennai, Coimbatore, Vizag, Cochin
• Compensation: 40,000,000 – 70,000,000 P.A. (Fixed + Variable incentives)
• Required Experience: 13 to 18 Years (Minimum 5 years vintage in current/previous org)
• Required AUM: Minimum 250 Cr+ from a concentrated book (Max 50 Clients)

Job Description & ResponsibilitiesWe are seeking seasoned Private Bankers / UHNI Relationship Managers from premier Private Wealth Institutions to drive wealth management and advisory services for Ultra High Net Worth Individuals (UHNIs), Family Offices, CXOs, and Business Promoters across key South India markets.Core Responsibilities:

• Client Acquisition & Management: Direct customer-facing sales role managing relationships with CXO-level executives, Promoters, and UHNI families with Relationship Value (RV) / Ticket Size ranging from 5 Cr to 25 Cr.
• Product Advisory: Deliver tailored wealth advisory and asset allocation solutions, specializing in PMS (Portfolio Management Services), AIF (Alternative Investment Funds), Structured Products, Private Equity, and Unlisted Equity.
• Book & AUM Management: Build, grow, and manage a high-yield direct book with an active AUM of 250 Cr+ across a focused base of up to 50 key clients.
• Strategic Wealth Planning: Partner with Family Offices to offer comprehensive wealth creation, estate planning, succession advisory, and bespoke financial strategies.
• Retention & Growth: Deepen existing account relationships through proactive portfolio reviews, risk management, and market updates.

Mandatory Candidate Profile & Screening CriteriaCandidates not meeting the following mandatory criteria will not be shortlisted:

1. Total Experience: 13+ to 15+ years of direct sales and client management experience in Wealth Management / Private Banking.
2. Company Vintage & Stability: Minimum 5 consecutive years in either the current organization or the immediate previous organization (demonstrating strong client retention and trust).
3. Pedigree & Brand: Must be currently or previously associated with Top-Tier Private Wealth NBFCs or Banks where Wealth Management is the primary core business.
4. Client Segment & Ticket Size: Proven experience handling CXO/Promoter-level UHNI customers with an average ticket size of 5 Cr to 25 Cr.
5. AUM & Book Metrics:

• Minimum Direct AUM: 250 Cr+
• Client Base Concentration: Managing maximum 50 clients (high depth per account).

6. The candidate must have served same company or the previous company for at least 5 years.