Wealth Manager

Aspire & Succeed HR; Ahmedabad District, Chennai, Bengaluru; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Leading Bank is seeking a Senior Manager for the Client Engagement Channel in Wealth Management. You will acquire, manage and deepen relationships with HNI, UHNI and Family Office clients, presenting MF, PMS and AIF solutions and driving AUM growth.

You will lead client acquisition, portfolio reviews and cross-selling while ensuring superior client experience and compliance in a senior, client-facing role. This role also requires strong executive presence and a consultative advisory approach.

Qualifications

• Postgraduate degree required or equivalent in finance/related field.
• Experience in wealth management or private banking with high-value clients.
• Familiarity with MF, PMS and AIF products.

Responsibilities

• Build and manage relationships with HNI, UHNI and Family Office clients.
• Present MF, PMS and AIF solutions based on client requirements.
• Conduct portfolio reviews and identify opportunities to enhance performance.
• Drive new client acquisition through networking and referrals.
• Develop trusted, long-term relationships and enhance client retention.
• Identify cross-sell opportunities to grow share of wallet.
• Deliver high-quality client experience with timely engagement.
• Ensure compliance and accurate client documentation.

Skills

Wealth management

Client relationship

HNI/UHNI clients

Cross-selling

AUM growth

Education

Postgraduate degree

Job description

Senior Manager Client Engagement Channel : Wealth manager

About the Role

We are looking for an experienced wealth management / client relationship professional to join the Client Engagement Channel at Leading Bank.

The role will focus on acquiring, managing and deepening relationships with HNI, UHNI and Family Office clients, while representing HDFC AMC's investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).

The position offers an opportunity to drive client acquisition, relationship growth, AUM/business growth and superior client experience in a senior, client-facing role.

Key Responsibilities :

Client Acquisition & Portfolio Advisory

• Build and manage strong relationships with HNI, UHNI and Family Office clients.
• Understand clients' investment objectives, financial goals and risk profiles.
• Present suitable HDFC AMC investment solutions across MF, PMS and AIF based on client requirements.
• Provide a consultative approach to investment discussions and portfolio requirements.
• Conduct periodic portfolio reviews and identify opportunities to enhance portfolio suitability and performance.
• Drive new client acquisition through targeted outreach, networking and referrals from existing clients.

Relationship Management & Business Growth

• Develop trusted, long-term relationships with high-value clients and enhance client retention.
• Identify opportunities to increase share of wallet through relevant cross-selling and upselling of HDFC AMC products.
• Generate new business opportunities through client networks, referrals and industry relationships.
• Contribute towards sustainable growth in AUM, revenue and client relationships.
• Maintain a strong understanding of client needs and proactively identify opportunities to deepen relationships.

Client Engagement & Market Intelligence

• Deliver a high-quality and personalized client experience through timely and proactive engagement.
• Keep clients informed about relevant market trends, investment insights and developments.
• Demonstrate strong product knowledge and provide a consultative, client-centric approach.
• Build credibility and trust through effective communication, responsiveness and consistent service delivery.

Compliance & Governance

• Ensure adherence to applicable regulatory requirements, internal policies and compliance frameworks.
• Maintain accurate client documentation, records and reporting in accordance with company processes.
• Ensure all client activities and interactions are conducted in line with required governance and compliance standards.

What We Are Looking For

• Strong experience in wealth management, private banking, investment management or a similar financial-services environment.
• Proven experience managing relationships with HNI, UHNI and/or Family Office clients.
• Strong understanding of investment products, particularly Mutual Funds, PMS and AIF.
• Demonstrated experience in client acquisition, business development and relationship management.
• Ability to identify and drive cross-sell, upsell and share-of-wallet opportunities.
• Strong commercial orientation with a track record of delivering business/AUM growth.
• Excellent communication and interpersonal skills with strong executive presence and client-facing confidence.
• A consultative, service-oriented approach with a strong focus on client experience.
• Strong understanding of market trends and investment solutions.

Educational Qualification :

Any Post Graduate

Locations :

Kolkata | Ranchi | Mumbai | Faridabad | New Delhi | Gurgaon | Chandigarh | Bangalore | Chennai | Ahmedabad | Vadodara | Jaipur | Pune

Ideal Candidate :

The ideal candidate will be a client-facing wealth management professional with a strong track record of managing sophisticated/high-value clients, acquiring new relationships and growing AUM/business.

Candidates with experience in HNI/UHNI/Family Office relationships and MF, PMS and AIF products would be particularly relevant for this opportunity.