Wealth Relationship Manager – HNI/UHNI Segment – Banking/Financial Services Premier Consultants

The Corporate Institute; Vadodara; Hybrid; INR 1,500,000 - 2,500,000; Full time

Job summary

The Corporate Institute in Gujarat seeks a Wealth Relationship Manager to grow and manage HNI/UHNI client portfolios across the state. You will focus on expanding AUM and generating advisory-based revenue by delivering customized wealth solutions and deepening client trust.

You will advise on mutual funds, PMS, AIFs, and other investment products, conduct regular portfolio reviews, and collaborate with research and product teams to offer comprehensive wealth management.

Qualifications

• 5–15 years of experience in broking/wealth management.
• Experience managing 100 Cr+ AUM.
• Average client ticket size of 1 Cr+.

Responsibilities

• Manage and expand HNI/UHNI relationships with focus on AUM growth and retention.
• Acquire new clients and deepen relationships through tailored wealth solutions.
• Advise and distribute mutual funds, PMS, AIFs, fixed income, structured products, insurance, and other investment solutions.
• Understand client objectives and risk profiles to develop customized investment strategies.
• Conduct regular portfolio reviews and drive advisory-led revenue generation.
• Collaborate with research, product, and investment teams to deliver holistic wealth solutions.
• Maintain strong client engagement while ensuring adherence to regulatory and compliance standards.

Skills

Relationship management

Wealth management

Investment products

Business development

Client acquisition

Networking

Job description

Hiring: Wealth Relationship Manager (HNI/ UHNI) | Leading Broking Firm

Location: Anywhere in Gujarat

Experience: 5 – 15 Years

Industry: Broking / Wealth Management

Key Responsibilities

• Manage and expand HNI/ UHNI client relationships with a focus on AUM growth and retention.
• Acquire new clients and deepen existing relationships through customized wealth solutions.
• Advise and distribute Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance, and other investment solutions.
• Understand client objectives and risk profiles to develop customized investment strategies.
• Conduct regular portfolio reviews and drive advisory-led revenue generation.
• Collaborate with research, product, and investment teams to deliver holistic wealth solutions.
• Maintain strong client engagement while ensuring adherence to regulatory and compliance standards.

Key Requirements

• Proven experience managing 100 Cr+ individual AUM.
• Average client ticket size of 1 Cr+.
• Strong expertise across wealth management and investment products.
• Demonstrated track record in client acquisition, networking, and business development.
• Strong relationship management and advisory skills.