Senior Wealth Relationship Manager - Bank

JOB DESCRIPTION

Job Title: Senior Wealth Relationship Manager

Experience: 9+ Years

Industry: Private Wealth Management

Location: Mumbai

About the Role:

- We are seeking an experienced Senior Wealth Relationship Manager to join our Private Wealth vertical.

- The ideal candidate will be a seasoned sales professional with deep expertise in managing UHNI clients and delivering bespoke wealth management solutions.

- This is a high-impact role requiring strong relationship management skills, product expertise, and a proven track record of handling large portfolios.

Key Responsibilities:

- Manage and grow relationships with UHNI clients (Net Worth: ?5-25 Cr).

- Maintain and expand a direct AUM of ?100 Cr or more.

- Provide tailored advisory across PMS, AIFs, structured products, and other wealth solutions.

- Acquire new UHNI clients through strong networks and relationship-building.

- Deliver high-quality client servicing, ensuring long-term engagement and trust.

- Work closely with internal product, research, and investment teams to craft customized portfolios.

- Track market trends and communicate investment opportunities to clients.

- Engage and effectively manage CXOs, promoters, business owners, and high-ticket investors.

Required Experience & Skills:

- 9+ years of overall experience in wealth management or private banking.

- Minimum 5 years of continuous experience managing UHNI clients.

- Strong track record in selling PMS, AIF, and other wealth management products.

- Must be from Private Wealth verticals of Banks, NBFCs, Family Offices, or Securities firms.

- Proven ability to manage and grow a portfolio with high levels of client satisfaction.

- Excellent communication, presentation, and interpersonal skills.

- Strong market understanding and ability to provide strategic investment guidance.

Ideal Candidate Profile:

- Established UHNI network with consistent revenue performance.

- High customer centricity with experience in handling sensitive and high-value relationships.

- Strategic thinker with strong execution and negotiation skills.

- Professional, driven, and committed to delivering exceptional client outcomes.