Senior Partner - Wealth Management - UHNI Segment

Job Description:

Senior Partner Wealth Management for UHNI relationships.

The role involves acquiring, advising, and managing affluent clients while delivering bespoke wealth management solutions across a diverse range of investment products.

The ideal candidate will possess an established client network, strong relationship management capabilities, and a consistent record of driving Assets Under Management (AUM) growth and revenue generation.

Key Responsibilities:

- Acquire, advise and manage UHNI client relationships.

- Develop and grow a high-quality client portfolio through new client acquisition and relationship deepening.

- Provide comprehensive wealth management solutions across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Income, Structured Products, Private Equity, Global Investments and other investment solutions.

- Understand clients' financial objectives, risk profile and investment needs to recommend suitable strategies.

- Achieve business targets relating to client acquisition, client retention, revenue generation and managed client book growth.

- Build long-term trusted relationships with entrepreneurs, business owners, promoters, CXOs, and family offices.

- Maintain high standards of client service, governance and ethical business practices.

Candidate Profile:

- Graduate/Post Graduate (MBA equiv.).

- Proven experience in Wealth Management, Private Banking, Financial Advisory or Asset Management.

- Strong understanding of investment products, financial markets and portfolio construction.

- Excellent relationship management, business development and communication skills.

- Entrepreneurial mindset with the ability to build and expand a quality client franchise.

Eligibility Criteria:

- Senior Partner: Candidates should have a proven track record of managing UHNI relationships with an individual client book of 30 - 50 Crore and above with AUM of Rs 1500 crore +.

Preferred Industry Background:

- Wealth Management

- Private Banking

- Asset Management

- Family Office

- Investment Advisory

Key Competencies:

- Relationship Management

- Client Acquisition

- Wealth Advisory

- Portfolio Advisory

- Business Development

- Communication & Presentation Skills

- High Integrity and Professionalism