Senior Relationship Manager – Private Wealth Hireginie

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

Role Overview:

As a Senior Relationship Manager in Private Wealth, you will serve as the primary strategic advisor to high-net-worth and ultra-high-net-worth individuals, managing their complex financial ecosystems.

Your day-to-day involves crafting bespoke investment strategies, navigating volatile capital markets, and ensuring seamless execution of wealth preservation and growth mandates.

You will collaborate closely with internal product desks, research analysts, and tax specialists to deliver a holistic advisory experience.

By fostering deep-rooted trust and providing sophisticated financial guidance, you will directly influence the long-term financial legacy of your clients while driving significant AUM growth and revenue outcomes for the firm.

This role is based in Hyderabad, Bangalore, and Pune, requiring a professional who thrives in a high-touch, client-centric environment.

Key Responsibilities:

• Cultivate and expand a portfolio of HNI/UHNI clients by delivering personalized wealth management solutions that align with their unique risk-return profiles.


• Execute complex portfolio management strategies, including asset allocation and rebalancing, to ensure optimal performance across diverse market cycles.


• Drive the adoption of alternative investment products and structured solutions to diversify client portfolios and enhance risk-adjusted returns.


• Lead end-to-end client engagement initiatives, conducting regular portfolio reviews and financial planning sessions to maintain high levels of client satisfaction and retention.


• Collaborate with cross-functional teams to provide seamless access to capital markets, estate planning, and succession advisory services, ensuring a comprehensive wealth management experience.

Required Skillset:

• Demonstrate deep expertise in private banking and wealth management, with a proven track record of managing complex portfolios and delivering consistent financial outcomes.


• Exhibit strong analytical capabilities in capital markets and alternative investments, allowing you to translate market insights into actionable investment strategies for sophisticated investors.


• Possess exceptional interpersonal and communication skills, enabling you to build and nurture long‑term, trust‑based relationships with influential stakeholders and business leaders.


• Showcase a consultative approach to financial planning, with the ability to simplify intricate financial concepts for clients while maintaining high professional standards.


• Hold a relevant postgraduate degree or professional certification in finance, complemented by the agility to operate effectively in a hybrid work environment across major metropolitan hubs.