Location: Mumbai, Pune, Delhi, Bengaluru, Hyderabad, Chennai
Experience: 8-15 years
Industry Preference: Wealth Management, Asset Management, Investment Advisory, Private Banking, Multi-Family Office
Key Responsibilities
Client Relationship Management
Manage and grow relationships with HNI/UHNI families and senior corporate professionals. Understand client goals, risk appetite, and long-term financial objectives. Act as a single point of contact for all client queries, reviews, and reporting.
Investment Advisory
Provide advisory across asset classes: Equity, Debt, PMS, AIFs, Structured Products, Global Investments, Alternatives, Mutual Funds, Insurance, Estate Planning solutions, etc. Collaborate with the internal investment team to create customised investment portfolios. Conduct periodic portfolio reviews and performance updates with clients.
Business Development
Identify cross-selling and up-selling opportunities within existing clients. Acquire new clients through referrals, networking, and market connects. Coordinate with the business strategy team for client acquisition initiatives.
Client Servicing & Reporting
Deliver high-quality service through timely resolutions, portfolio insights, and market updates. Support clients with succession planning, family governance, and wealth structuring needs (in coordination with internal experts). Prepare client presentations and quarterly investment reviews.
Required Skills & Experience
Experience in Wealth Management, Private Banking, Investment Advisory, PMS/AIF distribution, or multi-family office roles. Strong understanding of financial products, risk profiling, asset allocation and markets. Excellent communication, client engagement, and relationship-building skills. Ability to handle UHNI/HNI clients with maturity, confidentiality and professionalism. Proven ability to acquire and manage clients at scale.
for further details connect
[email protected] / 8291818391
