Relationship Manager - Wealth Management

For Private Bankers advising 50+ HNI/ UHNI/ NRI clients this is your opportunity to build your own long-term career in wealth management.

We are partnering with one of Indias most respected and fastest-growing private wealth firms to onboard a select group of senior professionals from leading global and domestic private banks.

This opportunity is designed for individuals who have built deep trust with HNI/ UHNI/ NRI clients and regularly advise on investments of 50L+ per client, but are now seeking a platform with greater flexibility, broader investment access, and stronger long-term upside.

The Firm

Our client is a leading investment-led wealth institution trusted by promoters, entrepreneurs, and UHNI families across India and globally.

The platform offers:

• Institutional-grade investment platform across public and private markets
• Access to differentiated opportunities including Private Equity, Pre-IPO, Structured Investments, Private Credit, and AIFs
• Strong research, execution, and advisory capabilities
• High credibility with UHNI and promoter clients
• Entrepreneurial model enabling professionals to build and scale their own client franchise

This is a pure wealth platformwithout the balance sheet constraints, product restrictions, or structural limitations typical in banking environments.

Who This Role is Designed For

Private Banking and Private Client Group professionals currently with:

Global private banks, Domestic private banks, Leading wealth platforms

Specifically individuals who:

• Advise and manage relationships with at least 50 HNI/ UHNI/ NRI clients
• Regularly engage clients in investment discussions of 50L+ per client
• Have established credibility and trust with business owners, promoters, and senior professionals
• Play an active role in portfolio discussions, asset allocation, and wealth strategy

Existing AUM ownership is not mandatory, but strong client influence and engagement is essential.

Role Overview

• Build and deepen relationships with HNI/ UHNI/ NRI and promoter/ founder clients
• Advise on wealth creation, asset allocation, and investment strategies
• Grow client assets and engagement over time
• Leverage the platforms investment capabilities to deliver differentiated solutions
• Build a scalable, long-term client franchise

What Makes This Opportunity Meaningful

• Ability to operate as a trusted advisor without institutional limitations
• Access to broader and differentiated investment opportunities
• Greater ownership of client relationships
• Strong earning potential aligned with long-term growth
• Platform designed for serious private wealth professionals

Experience Requirement

• 8 to 15+ years in Private Banking / Private Client Group
• Currently advising at least 50 HNI/ UHNI/ NRI clients
• Regular client investment engagement of 50L+ per client
• Strong relationship credibility