Wealth Manager

H&B Hr Solutions; Ernakulam, Lucknow, Coimbatore District; Presencial; INR 5 500 000 - 5 800 000; Tempo integral

Resumo da oferta

Wealth Management seeks an experienced Market Lead to manage and grow HNI/UHNI client relationships nationwide. With 5+ years in private wealth, you will drive AUM growth, acquire new clients, and tailor investment solutions.

You will recommend products such as MF, PMS, AIF, PE, bonds, structured products and insurance, share insights, and ensure regulatory compliance with high integrity and client focus.

Qualificações

• 5+ years in private wealth management or related roles.
• Proven track record in growing AUM and revenue with HNI/UHNI clients.
• Excellent communication and relationship management skills.
• Entrepreneurial, ambitious and target-driven mindset.

Responsabilidades

• Manage and grow HNI/UHNI client relationships.
• Acquire new clients and grow AUM / book size.
• Recommend suitable products – MF, PMS, AIF, PE, Bonds, Structured Products, Direct Equity & Insurance.
• Develop customized investment solutions based on client risk profile.
• Share model portfolios and market insights.
• Drive acquisition, revenue generation and relationship growth.
• Ensure compliance with regulatory requirements.

Conhecimentos

UHNI Network

AUM Growth

Revenue Generation

Relationship Mgmt

Formação académica

MBA from Premier B-School

Graduate

Descrição da oferta de emprego

Hiring | Market Lead / Senior Market Lead Client Relations

Company: Wealth Management

Location: Delhi (Gurgaon), Lucknow, Kochi, Jaipur, Jamshedpur, Bhuveneshwar, Coimbatore, Surat

Experience: 5+ Years

CTC - upto 55 L - 58L

Qualification: Graduate + MBA from a Premier B-School

We are looking for experienced Private Wealth Management professionals with a strong HNI/UHNI client network and proven expertise in growing AUM and generating revenue.

Key Responsibilities:

• Manage and grow HNI/UHNI client relationships
• Acquire new clients and grow AUM / Book Size
• Recommend suitable products – MF, PMS, AIF, PE, Bonds, Structured Products, Direct Equity & Insurance
• Develop customized investment solutions based on client risk profile
• Share model portfolios and market insights
• Drive acquisition, revenue generation and relationship growth
• Ensure compliance with regulatory requirements

Ideal Candidate:

Strong UHNI client network

Proven AUM acquisition & revenue track record

Excellent communication & relationship management skills

Entrepreneurial, ambitious and target-oriented mindset

High integrity and strong client focus

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