Private Wealth Manager - HNI/Ultra HNI

Private Wealth Manager - HNI/Ultra HNI Clients

Locations: Chennai | Hyderabad | Coimbatore | Madurai | Bangalore | Delhi | Mangalore | Mumbai | Pune | Indore | Nagpur | Ahmedabad | Jaipur | Lucknow | Kochi | Kolkata

Experience: 8+ Years | Education: Master's Degree

Company: Leading Wealth Management Firm

About the Role:

We are seeking experienced and client-focused Private Wealth Managers / Investment Counsellors to join our growing team across multiple locations. In this role, you will manage and grow relationships with HNI and Ultra HNI clients, offering personalized investment strategies, complete financial planning solutions, and driving AUM & revenue growth.

Key Responsibilities:

- Build trusted relationships with HNI/Ultra HNI clients

- Customize investment portfolios based on financial goals and risk appetite

- Conduct regular portfolio reviews, market updates, and identify new opportunities

- Acquire new clients and grow wallet share of existing clients

- Stay updated on market trends, regulations, and best practices

- Meet AUM and revenue targets consistently

Ideal Candidate:

- 8+ years of experience in wealth management/investment advisory

- Strong market knowledge and portfolio management skills

- Excellent communication and relationship-building abilities

- Service-oriented with a high level of integrity and professionalism

- Must possess or be willing to acquire relevant industry certifications

Why Join ?

Work with a reputed name in private wealth management

Dynamic and client-focused culture

Attractive compensation and growth opportunities

Ready to take your wealth management career to the next level?

Apply now and become part of a high-performing, client-centric team.