Relationship Manager/Private Wealth Manager

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

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.

Position: Relationship Manager - Private Wealth Manager

Location: Bangalore, Chennai, Hyderabad

Experience Required: 15+ Years in Wealth Management

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

Employment Type: Full-Time, Permanent

About the Role:

We are hiring an experienced Relationship Manager for our Private Wealth team. In this role, you will work closely with Ultra High Net Worth Individuals (UHNI) and help them grow and manage their wealth through customized investment solutions like PMS and AIF.

If you have a strong client base and experience handling large portfolios, this is a great opportunity to grow with a leading wealth management firm.

Key Responsibilities:

- Identify and onboard UHNI clients (net worth above - 5 crore)

- Build strong relationships and guide clients on suitable investment options

- Manage client portfolios and suggest strategies based on market trends and risk appetite

- Grow Assets Under Management (AUM) by maintaining long-term client relationships

- Work closely with promoters, CXOs, and family offices

- Ensure regular engagement with clients to drive revenue and portfolio growth

- Provide high-quality service to maintain client satisfaction and retention

Candidate Profile:

- Graduate or Postgraduate in any field

- Minimum 15 years of experience in Wealth Management, Private Banking, or Investment Advisory

- Certifications like AMFI or IRDA will be an added advantage

- Experience in private wealth firms, NBFCs, or banks focused on wealth management

Key Requirements:

- At least 5 years of experience in Private Wealth Management roles

- Hands-on experience managing direct client relationships

- Exposure to UHNI clients, including CXOs and business owners

- Experience handling large investment portfolios (5 - 25 crore ticket size)

- Currently managing a portfolio of at least - 100 crore AUM (mention this in your profile)

- Good understanding of PMS, AIF, Private Banking, and HNI/UHNI segments

Why Join Us:

- Be part of a well-known and trusted wealth management firm

- Work with high-value clients and large portfolios

- Competitive salary with performance-based incentives

- Strong growth opportunities for top performers