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