Private Wealth Manager

Private Wealth Manager (ranging from Mid to SVP level)

- We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level) for one of our leading clients in the Private Wealth Management industry.

- Our client is one of the leading Private Wealth Management firms, currently expanding its footprint across multiple geographies in India. The firm carries forward the group's core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, built on a strong research-driven, open-architecture investment framework that delivers superior and customized financial solutions.

About the Role:

We are looking for passionate and experienced Wealth Relationship Managers and Team Leads to join our growing Private Wealth Management team. The role involves managing and expanding relationships with HNI and UHNI clients, offering strategic financial solutions across multiple asset classes, and contributing to overall AUM and revenue growth.

Key Responsibilities:

- Acquire and manage relationships with UHNIs, family offices, and corporate clients through referrals, networking, and direct engagement.

- Advise clients on comprehensive investment strategies across Mutual Funds, PMS, AIFs, Private Equity, Structured Products, Insurance, and Fixed Income.

- Build customized portfolios and proactively rebalance them based on client goals and market conditions.

- Collaborate with internal research and product teams to deliver high-quality investment insights and advisory solutions.

- Ensure superior client servicing, portfolio performance review, and long-term relationship retention.

- Maintain full compliance with internal and regulatory frameworks (NISM certification preferred).

Desired Candidate:

- 5-18 years of experience in Wealth Management / Private Banking / Investment Advisory.

- Strong knowledge of capital markets, mutual funds, PMS, insurance, and other financial instruments.

- Excellent relationship-building, communication, and presentation skills.

- Proven track record of client acquisition and AUM growth.

- Graduate / Postgraduate in Finance, Commerce, or related field; MBA / CA / CFA / NISM certifications preferred.