Relationship Manager - Senior Wealth Management
Pune, Maharashtra, India · Full Time
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- Experience
- 7+ yrs
- Salary
- INR 7,000,000 – INR 12,500,000 / year
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate is eligible to apply for this position.
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
We are seeking experienced Senior Wealth Managers to join a premier Family Office servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) across Mumbai, Bangalore, and Pune. The ideal candidates will bring more than 8 years of expertise managing affluent clients and substantial investible assets.
Primary Responsibilities
Candidates will be expected to oversee a portfolio of over 10 clients, each having investible assets ranging from ₹6 to ₹10 crore or more. Maintaining and expanding an existing strong client base is essential.
Candidate Profile and Expertise
Applicants should possess a minimum of 7 years’ experience in Private Wealth Management, Family Office environments, or Private Banking. Demonstrated success in acquiring clients and growing Assets Under Management (AUM) is required. Familiarity with Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Mutual Funds, Bonds, and alternative investment avenues is preferred.
Compensation and Benefits
The position offers a highly competitive salary package complemented by attractive incentives.
Minimum education
Bachelor's Degree