Senior Wealth Relationship Manager - BFSI

This is a high-ownership role for an experienced wealth management professional who can combine relationship management, business development, and investment expertise to deliver a premium client experience.

Role Overview :

As a Senior Wealth Relationship Manager, you will serve as a strategic advisor to an elite portfolio of HNI and UHNI clients, acting as the primary point of contact for their complex financial requirements. You will navigate the intricacies of the investment landscape to curate bespoke portfolios, balancing risk and return to meet long-term wealth objectives. This role involves close collaboration with internal investment committees and product teams to deliver high-impact financial solutions, ensuring that clients receive institutional-grade insights tailored to their unique financial goals. Your work will directly influence the firm's asset under management growth and solidify our reputation as a trusted partner in wealth stewardship

We're looking for professionals with:

- Strong experience in Wealth Management / Private Wealth

- Currently Handling an AUM of 100cr+

- Proven exposure to HNI/UHNI clientele

- Strong understanding of investment and wealth products

- Demonstrated ability to acquire, retain, and grow client relationships

- Excellent communication and stakeholder management skills

- A commercially driven mindset with strong client orientation

Location:

- BANGLORE - HYDERABAD - KERALA - CHENNAI