Wealth Manager

SKS Enterpprises - Human Resource Planning and Management; Bengaluru; On-site; INR 2,000,000 - 4,000,000; Full time

Job summary

SKS Enterpprises - Human Resource Planning and Management is seeking a seasoned Private Wealth Advisor to join our client’s Bengaluru team. The role centers on acquiring and managing HNI/UHNI clients, expanding AUM, and delivering tailored wealth solutions through strong relationship building.

You will advise on equities, mutual funds, fixed income, PMS, AIFs, and other investments, conduct periodic reviews, and collaborate with investment specialists to provide bespoke advisory services while

Qualifications

• Graduate or postgraduate degree in Finance, Commerce, Economics, or related discipline.
• 8–20 years of experience in private banking, wealth management, or HNI client relationship management.
• Certifications like NISM, CFP, or CFA are advantageous.

Responsibilities

• Acquire and onboard new HNI/UHNI clients through networking and referrals.
• Develop long-term relationships with affluent individuals and business owners.
• Grow AUM, client wallet share, and revenue via cross-selling.
• Understand client goals, risk appetite, and investment horizons to recommend solutions.
• Advise on equities, mutual funds, fixed income, PMS, AIFs, and other investments.
• Conduct periodic portfolio reviews and communicate market developments.
• Ensure KYC/AML compliance and confidentiality.
• Deliver high-quality client experience through proactive servicing.

Skills

Private Banking

HNI Clients

AUM Growth

Portfolio Mgmt

Investment Advisory

Relationship Mgmt

Education

Finance/Commerce degree

Job description

• • Proven experience in private banking, wealth management, or HNI/UHNI client relationship management
• • Demonstrated track record of acquiring affluent clients and generating business through personal networks, referrals, and professional connections
• • Strong expertise in AUM growth, portfolio management, investment advisory, and revenue generation
• • Experience managing HNI/UHNI clients, entrepreneurs, business owners, and affluent individuals, with a focus on client retention and relationship deepening

ABOUT THE CLIENT

Our client is a reputed private wealth management firm offering comprehensive financial and investment solutions to affluent individuals, HNIs, UHNIs, entrepreneurs, and business families. The firm focuses on personalized wealth advisory, investment management, portfolio diversification, and long-term relationship building through tailored financial solutions.

JOB ROLES & RESPONSIBILITIES

• • Acquire and onboard new HNI/UHNI clients through networking, referrals, existing professional relationships, and market development.
• • Develop and maintain long-term relationships with affluent individuals, business owners, entrepreneurs, family offices, and senior professionals.
• • Grow Assets Under Management (AUM), client wallet share, and revenue through effective relationship management and cross-selling.
• • Understand clients’ financial goals, investment objectives, risk appetite, liquidity needs, and investment horizons to recommend suitable wealth solutions.
• • Advise clients on equities, mutual funds, fixed income, bonds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), structured products, insurance, and other relevant investment products.
• • Conduct periodic portfolio reviews, recommend suitable asset allocation strategies, and communicate relevant market developments and investment opportunities.
• • Achieve targets related to client acquisition, net new money, AUM growth, revenue generation, and product penetration.
• • Collaborate with internal investment specialists, research teams, product teams, and other stakeholders to deliver customized wealth management solutions.
• • Ensure compliance with KYC/AML requirements, client risk profiling, product suitability, confidentiality standards, and applicable regulatory guidelines.
• • Deliver a high-quality client experience through proactive servicing, timely communication, and professional relationship management.

QUALIFICATION & EXPERIENCE

• • Graduate or postgraduate degree in Finance, Commerce, Economics, Business Administration, or a related discipline.
• • 8–20 years of relevant experience in private banking, wealth management, investment advisory, or affluent/HNI client relationship management.
• • Strong understanding of financial markets, investment products, asset allocation, and portfolio construction.
• • Excellent communication, negotiation, presentation, and interpersonal skills.
• • Relevant certifications such as NISM, CFP, or CFA will be an advantage, subject to the role and applicable regulatory requirements.

OTHER DETAILS

Reporting To: Business Head – Private Wealth

Industry Target: Private banking divisions of domestic or international banks, established wealth management firms, private wealth advisory businesses, and financial institutions catering to HNI/UHNI clients.