
Location: Bengaluru | Employment: Full-time | Search: Exclusive / Confidential
Role Overview:
We are building a boutique family-office and wealth-management platform serving HNI/UHNI clients, entrepreneurs, business families, and founders.
We are looking for a senior professional to lead HNI relationship development, strategic partnerships, client communications, and market positioning.
Key Responsibilities:
- Build and nurture relationships with HNI/UHNI clients, entrepreneurs, founders, and business families.
- Develop referral networks with private bankers, wealth managers, CAs, lawyers, tax advisors, trustees, and other intermediaries.
- Represent the firm at curated business, family-office, investor, and industry forums.
- Lead client communications, thought leadership, presentations, and strategic outreach.
- Identify opportunities for client acquisition, partnerships, and institutional visibility.
- Work closely with leadership on relationship strategy, positioning, and business development.
- Maintain the highest standards of discretion, confidentiality, and professionalism.
Ideal Candidate:
- 10+ years in private banking, wealth management, family offices, relationship management, strategic communications, or allied premium-client businesses.
- Established network across the HNI/UHNI and professional advisory ecosystem.
- Strong understanding of wealth management, family offices, succession, trusts, and business-family dynamics.
- Exceptional communication, relationship-building, and stakeholder-management skills.
- Strong commercial judgement, discretion, and entrepreneurial mindset.
- Bengaluru-based or willing to relocate.
What We Offer:
- Senior, high-visibility role with direct leadership access and significant autonomy.
- Opportunity to help build a differentiated family-office platform.
- Exposure to HNI/UHNI clients and strategic ecosystem partners.
- Competitive fixed compensation + performance-linked incentives.
- Long-term growth and value-creation opportunity.
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