Private Relationship Wealth Manager

Location: Chennai / Hyderabad / Bangalore

Experience Required: 15+ Years in Wealth Management

CTC: 30 LPA 70 LPA (Negotiable based on current CTC and interview)

Employment Type: Full-Time, Permanent

Note: We request applications only from candidates with 15+ years of experience in Private Banking, managing an individual AUM of 100 Cr or more, and a strong personal client base And ready for individual Work role.

Kindly do not apply if your background is in Retail Banking & if you do not manage your own 100 Cr portfolio.

About the Role:

We're looking for a seasoned Relationship Manager for our Private Wealth Division. The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF.If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader.

Key Responsibilities:

- Acquire and manage UHNI clients (net worth above 5 crore) and offer tailored investment solutions.

- Manage direct client relationships for wealth creation through PMS, AIF, and other wealth products.

- Build and grow AUM by developing long-term relationships with promoters, CXOs, and family offices.

- Analyze client portfolios and recommend strategies based on market trends and risk profiles.

- Ensure consistent revenue generation and AUM growth through proactive client engagement.

- Maintain high client satisfaction and retention through exceptional service delivery.

Candidate Profile:

Education: Graduate / Postgraduate in any discipline

Experience: Minimum 15 years in Wealth Management, Private Banking, or Investment Advisory

Certifications (Preferred): AMFI / IRDA

Industry Background: Private Wealth NBFCs or Banks where wealth is the core business focus

Key Requirements / Screening Parameters:

- Minimum 5 years in current or previous role in Private Wealth Management

- Customer management role with direct relationship handling Experience managing CXO-level or Promoter UHNI clients with ticket sizes of 525 Cr

- Currently managing a book size of at least 100 Cr (AUM) please mention your current AUM in your profile

- Strong understanding of Private Banking, Family Offices, HNI/UHNI segments, PMS, and AIF

Why Join Us:

- Work with one of Indias most respected Private Wealth platforms

- Handle premium UHNI relationships and large portfolios

- Attractive compensation with performance-driven incentives

- Fast-track career growth for high performers

For More Information:

Komal B. / HR Team
Phone/WhatsApp: +91 93289 59079