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521
Applications:  96
Recruiter Actions:  95

Job Code

1675862

Relationship Manager - Wealth Management

Orangemint Technologies.8 - 20 yrs.Mumbai
Posted 7 months ago
Posted 7 months ago

For Private Bankers advising 50+ HNI/ UHNI/ NRI clients - this is your opportunity to build your own long-term career in wealth management.

We are partnering with one of India's most respected and fastest-growing private wealth firms to onboard a select group of senior professionals from leading global and domestic private banks.

This opportunity is designed for individuals who have built deep trust with HNI/ UHNI/ NRI clients and regularly advise on investments of - 50L+ per client, but are now seeking a platform with greater flexibility, broader investment access, and stronger long-term upside.

The Firm

Our client is a leading investment-led wealth institution trusted by promoters, entrepreneurs, and UHNI families across India and globally.

The platform offers:

- Institutional-grade investment platform across public and private markets

- Access to differentiated opportunities including Private Equity, Pre-IPO, Structured Investments, Private Credit, and AIFs

- Strong research, execution, and advisory capabilities

- High credibility with UHNI and promoter clients

- Entrepreneurial model enabling professionals to build and scale their own client franchise

- This is a pure wealth platform-without the balance sheet constraints, product restrictions, or structural limitations typical in banking environments.

Who This Role is Designed For

Private Banking and Private Client Group professionals currently with:

Global private banks, Domestic private banks, Leading wealth platforms

Specifically individuals who:

- Advise and manage relationships with at least 50 HNI/ UHNI/ NRI clients

- Regularly engage clients in investment discussions of - 50L+ per client

- Have established credibility and trust with business owners, promoters, and senior professionals

- Play an active role in portfolio discussions, asset allocation, and wealth strategy

- Existing AUM ownership is not mandatory, but strong client influence and engagement is essential.

Role Overview

- Build and deepen relationships with HNI/ UHNI/ NRI and promoter/ founder clients

- Advise on wealth creation, asset allocation, and investment strategies

- Grow client assets and engagement over time

- Leverage the platform's investment capabilities to deliver differentiated solutions

- Build a scalable, long-term client franchise

What Makes This Opportunity Meaningful

- Ability to operate as a trusted advisor without institutional limitations

- Access to broader and differentiated investment opportunities

- Greater ownership of client relationships

- Strong earning potential aligned with long-term growth

- Platform designed for serious private wealth professionals

Experience Requirement

- 8 to 15+ years in Private Banking / Private Client Group

- Currently advising at least 50 HNI/ UHNI/ NRI clients

- Regular client investment engagement of - 50L+ per client

- Strong relationship credibility

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Posted by

Job Views:  
521
Applications:  96
Recruiter Actions:  95

Job Code

1675862

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