About the Role:

We are seeking an experienced wealth management professional to lead the acquisition and management of Ultra High Net Worth Individual (UHNI) and Family Office relationships. This is a senior client-facing role focused on driving Assets Under Management (AUM) growth by delivering bespoke investment solutions across Portfolio Management Services (PMS), unlisted and pre-IPO opportunities, and offshore investment structures.

The ideal candidate brings a strong network of UHNI clients and family offices, deep expertise in alternative investments, and the ability to serve as a trusted advisor across clients' overall wealth and asset allocation needs.

Key Responsibilities:

- Develop and expand relationships with UHNIs, family offices, entrepreneurs, promoters, and business owners to drive sustainable AUM growth.

- Leverage an established network to originate new business opportunities and strengthen long-term client relationships.

- Advise clients on strategic asset allocation across listed equities, PMS, alternative investments, unlisted/pre-IPO opportunities, and offshore investment solutions.

- Distribute and execute investment opportunities including:

1. Portfolio Management Services (PMS)

2. Unlisted and pre-IPO equity investments

3. Alternative investment products

4. Offshore investment structures through GIFT City, LRS, feeder funds, and global investment platforms

- Collaborate closely with investment, research, and product teams to evaluate opportunities, conduct due diligence, and deliver high-quality investment recommendations.

- Ensure seamless execution of client transactions while maintaining the highest standards of regulatory compliance under SEBI, FEMA, and other applicable regulations.

- Build trusted advisor relationships through proactive engagement, portfolio reviews, and ongoing wealth advisory.

Desired Skills:

- 10+ years of experience in Private Wealth Management, Private Banking, Family Office Advisory, Institutional Sales, or similar client-facing investment roles, preferably with leading private banks, wealth management firms, family offices, or investment advisory platforms.

- Demonstrated success in acquiring and managing UHNI and Family Office relationships with a strong, active network and a credible AUM pipeline.

- Proven experience in distributing PMS products, alternative investments, and executing unlisted/pre-IPO transactions.

- Strong understanding of offshore investment solutions, including GIFT City structures, Liberalised Remittance Scheme (LRS), and international investment products.

- Sound knowledge of financial markets, portfolio construction, and wealth management products.

- Excellent relationship management, business development, negotiation, and communication skills.

- High standards of professionalism, integrity and regulatory awareness.

Salary Bandwidth & Designation:

Competitive - Depending on candidates background and experience

About the firm:

A leading financial services platform with over two decades of expertise across Wealth Management, Fixed Income, Foreign Exchange, and Integrated Derivatives. The firm serves UHNIs, family offices, financial institutions, corporates, and asset managers, delivering bespoke investment solutions, alternative investment opportunities, and offshore structures in a dynamic, entrepreneurial, and client-centric environment.