Private Wealth Manager (HNI / UHNI Advisory)
Job Title: Private Wealth Manager (HNI / UHNI Advisory) Locations: Delhi NCR | Bengaluru | Pune Job Type: Full-time, Permanent Salary: Up to ₹30,00,000 a year About the Opportunity A leading firm in the Wealth Management space is hiring experienced Private Wealth Managers to drive advisory and portfolio growth across Delhi NCR, Bengaluru, and Pune. This role is focused on managing and expanding relationships with High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, delivering bespoke wealth solutions across multiple asset classes. Key Responsibilities Client Acquisition & Relationship Management: Prospect, onboard, and manage long-term relationships with HNI and UHNI clients. Holistic Advisory: Provide tailored financial planning and investment advice across Mutual Funds, PMS, AIFs, Bonds, Structured Products, Equities, Fixed Income, Insurance, and Alternate Investments. Portfolio Strategy: Design customized asset allocation models aligned with client risk profiles, return expectations, and wealth goals. Target Achievement: Drive growth in Assets Under Management (AUM), net new money, and overall revenue. Internal Collaboration: Partner with research analysts and product specialists to construct multi-asset investment strategies. Portfolio Reviews: Conduct regular portfolio rebalancing, performance reviews, and market briefing sessions with clients. Governance: Maintain strict adherence to regulatory standards (SEBI/RBI) and internal compliance frameworks. Candidate Profile Experience: 5 to 15 years in Private Wealth Management, Wealth Advisory, or Private Banking. Client Pedigree: Demonstrated track record of handling high-value HNI/UHNI portfolios and building a book of business. Product Depth: Strong grasp of equity, fixed income, structured notes, and alternate investment products (AIF Cat II/III). Education: MBA (Finance), Master’s in a related field, or equivalent financial certifications (e.g., CFP, CFA, NISM series). Skills: Strong consultative selling, presentation, and client retention capabilities. Compensation & Benefits Competitive fixed salary up to ₹30 LPA (commensurate with book size and experience). Performance-driven incentive structure. Comprehensive health and medical coverage. Clear career progression within a high-growth advisory platform. Pay: ₹3,000,000.00 per year Work Location: In person
Наблюдалась 2026-09-14, впервые 2026-09-11, источник — Indeed.