Manager/ Relationship Manager - Wealth Management

We are looking for an experienced Wealth Manager to manage and grow a portfolio of High Net-Worth (HNI) and Ultra HNI clients. The role involves delivering holistic wealth solutions across investments, advisory, and financial planning while building long-term client relationships.

Key Responsibilities:

Client Relationship & Advisory:

• Manage and grow a book of HNI / UHNI clients
• Understand clients' financial goals and risk profiles to offer tailored wealth solutions
• Act as a trusted advisor for investments, estate planning, and wealth structuring
• Ensure high levels of client satisfaction and retention

Investment & Product Advisory:

• Advise clients across asset classes including Mutual Funds, PMS & AIFs, Equities & Fixed Income, Insurance & other wealth solutions
• Monitor portfolios and provide periodic performance reviews
• Keep clients informed of market trends and investment opportunities

Business Development:

• Acquire new clients through referrals, networking, and internal leads
• Deepen wallet share with existing clients
• Collaborate with internal product, research, and operations teams

Desired Candidate Profile:

• 10+ years of experience in wealth management, private banking, or investment advisory
• Experience managing HNI / UHNI clients is mandatory
• Strong understanding of financial markets and investment products
• Strong client-facing and relationship management skills
• Excellent communication and presentation abilities
• Commercial mindset with business development orientation
• Ability to work independently and manage end-to-end client relationships