Manager/ Relationship Manager - Wealth Management

We are looking for an experienced Wealth Manager to manage and grow a portfolio of High Net-Worth (HNI) and Ultra HNI clients. The role involves delivering holistic wealth solutions across investments, advisory, and financial planning while building long-term client relationships.Key Responsibilities:Client Relationship & Advisory:Manage and grow a book of HNI / UHNI clientsUnderstand clients' financial goals and risk profiles to offer tailored wealth solutionsAct as a trusted advisor for investments, estate planning, and wealth structuringEnsure high levels of client satisfaction and retentionInvestment & Product Advisory:Advise clients across asset classes including Mutual Funds, PMS & AIFs, Equities & Fixed Income, Insurance & other wealth solutionsMonitor portfolios and provide periodic performance reviewsKeep clients informed of market trends and investment opportunitiesBusiness Development:Acquire new clients through referrals, networking, and internal leadsDeepen wallet share with existing clientsCollaborate with internal product, research, and operations teamsDesired Candidate Profile:10+ years of experience in wealth management, private banking, or investment advisoryExperience managing HNI / UHNI clients is mandatoryStrong understanding of financial markets and investment productsStrong client-facing and relationship management skillsExcellent communication and presentation abilitiesCommercial mindset with business development orientationAbility to work independently and manage end-to-end client relationships

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