Senior Private Wealth Advisor for UHNI Clients

The Corporate Institute; Hinoba-an; Hybrid; PHP 1,194,000 - 1,857,000; Full time

Job summary

The Corporate Institute is seeking a Senior Relationship Manager in Private Wealth to serve as the primary strategic advisor to high-net-worth individuals, managing their complex financial ecosystems. You will craft bespoke investment strategies, navigate volatile markets, and collaborate with product desks, research analysts, and tax specialists to deliver a holistic advisory experience.

Based in Hyderabad, Bangalore, and Pune, this high-touch, client-centric role requires a professional who

Qualifications

• Experience in private banking and wealth management portfolios.
• Strong analytical skills in capital markets and alternative investments.
• Excellent interpersonal and communication abilities.
• Consultative financial planning approach with high professional standards.
• Postgraduate degree or professional finance certification; comfortable with hybrid work in major metros.

Responsibilities

• Cultivate and expand a portfolio of HNI/UHNI clients with bespoke wealth solutions.
• Execute complex portfolio strategies including asset allocation and rebalancing.
• Promote alternative investments and structured products.
• Lead end-to-end client engagements with portfolio reviews and financial planning sessions.
• Collaborate with product desks, research analysts, and tax specialists for holistic advisory.

Skills

Private Banking

Wealth Management

Analytical Skills

Interpersonal Skills

Financial Planning

Hybrid Work

Job description

The Corporate Institute is seeking a Senior Relationship Manager in Private Wealth to serve as the primary strategic advisor to high-net-worth individuals, managing their complex financial ecosystems. You will craft bespoke investment strategies, navigate volatile markets, and collaborate with product desks, research analysts, and tax specialists to deliver a holistic advisory experience.

Based in Hyderabad, Bangalore, and Pune, this high-touch, client-centric role requires a professional who