About the company:
Centrum Wealth is a well-established wealth management firm in India, catering to HNI and Ultra-HNI clients. Operating since 2008, it focuses on delivering tailored investment advisory and portfolio solutions, combining institutional expertise with relationship-driven advisory to drive long-term wealth creation.
Role: Your Impact and Ownership
Drive client acquisition and portfolio growth by managing HNI/UHNI relationships, delivering tailored investment advisory, and scaling AUM. Collaborate with internal investment teams to curate strategies and ensure high-value client outcomes through trust-based engagement.
Key Responsibilities at this Role
1. Acquire HNI and Ultra-HNI clients to build a scalable AUM portfolio
2. Manage end-to-end client relationships ensuring retention and wallet share growth
3. Deliver customized investment strategies aligned with client financial goals
4. Generate revenue through advisory-led portfolio expansion and cross-selling
5. Research financial markets and curate high-performing investment solutions
6. Identify unlisted and alternative investment opportunities for portfolio diversification
7. Drive consistent client engagement through proactive advisory and support
Skill: The Expertise Required
Must-Haves for this Role
1. 10-15 years in wealth management or private banking
2. Proven experience managing HNI/UHNI client portfolios
3. Demonstrated ability to generate and scale AUM (minimum 200 Cr)
4. Expertise in investment advisory and portfolio management
5. Experience with alternative investments/unlisted opportunities
Persona: Your Alignment to the Role
1. Relationship Focused
You build long-term trust through empathy, reliability, and meaningful connection.
2. Unbiased
You treat every idea equally, free of assumptions or hierarchy.
3. Dependable
You do what you promise and follow through with quiet consistency.
Process: Path to Partnership
Hiring Manager Round Founder Round
Pay: ₹7,000,000.00 - ₹10,000,000.00 per year
Work Location: In person
