Talent.com
No longer accepting applications
Private Wealth Manager

Private Wealth Manager

TekPillar®Pushkar, Republic Of India, IN
2 days ago
Job description

Location : Bangalore / Chennai / Hyderabad

Experience : 15+ Years in Private Wealth Management

CTC : ₹30 LPA – ₹60 LPA (Based on current CTC and interview)

Employment Type : Full-time | Permanent

About the Role

We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other wealth products.

Key Responsibilities

  • Manage and expand relationships with UHNI clients (₹5 Cr+ net worth) .
  • Offer end-to-end Wealth Advisory and Portfolio Management services.
  • Achieve consistent AUM growth through new client acquisition and retention.
  • Advise on PMS, AIF, Mutual Funds, Bonds, and Structured Products .
  • Handle a portfolio of ₹100 Cr+ AUM and maintain client satisfaction.
  • Work closely with CXOs, Promoters, and Family Offices to provide strategic wealth solutions.

Ideal Candidate Profile

  • Minimum 15 years of experience in Wealth Management or Private Banking.
  • At least 5 years in the current or previous Wealth Advisory role.
  • Experience handling UHNI clients (₹5–25 Cr ticket size) .
  • Must be from Private Wealth NBFC or Banking background .
  • Proven track record of managing a book of ₹100 Cr or more .
  • Strong understanding of PMS, AIF, HNI / UHNI client management, and investment products .
  • Excellent relationship-building, networking, and financial advisory skills.
  • Certifications such as AMFI / IRDA preferred.
  • Skills

    Private Wealth Management | UHNI Relationship | Portfolio Management | PMS Sales | AIF Sales | Wealth Advisory | Private Banking | Family Office | HNI Client Acquisition | Investment Advisory | AUM Growth | Financial Planning | Wealth Products

    Why Join Us

  • Opportunity to work with a leading wealth management platform.
  • Manage high-value UHNI portfolios.
  • Competitive compensation and performance-based incentives.
  • Career growth within a client-focused and performance-driven organization.
  • For More Information :

    Komal B. / HR Team

    Phone / WhatsApp : +91 93289 59079

    Create a job alert for this search

    Wealth Manager • Pushkar, Republic Of India, IN

    Related jobs
    • Promoted
    Senior Investment Advisor - HNWI & Private Capital Relations

    Senior Investment Advisor - HNWI & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLCPushkar, IN
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Co-Founder with Investment

    Co-Founder with Investment

    VigyosPushkar, Rajasthan, India
    Cofounder (with Investment) – Aalekh.Remote / Hybrid (India) Equity + Investment-Based Role Industry : .Artificial Intelligence, Accounting SaaS, FinTech. Our AI-powered SaaS platform automates tasks ...Show moreLast updated: 18 hours ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad RekrutAjmer, Republic Of India, IN
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 1 day ago
    • Promoted
    Financial Planning And Analysis Manager

    Financial Planning And Analysis Manager

    BrightEdgeAjmer, Republic Of India, IN
    BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott. What makes BrightEdge special is our innovative ...Show moreLast updated: 16 days ago
    • Promoted
    Investor Relations Associate

    Investor Relations Associate

    TalentojPushkar, IN
    Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge. Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 2 days ago
    • Promoted
    Capital Agents

    Capital Agents

    Magnum Equitiespushkar, India
    We’re Expanding Our Global Capital Agent Network – Join Magnum Equities as an Independent Capital Agent.Remote | Global | Commission-Based | #PrivateEquity #CapitalRaising #InvestmentOpportunit...Show moreLast updated: 10 days ago
    • Promoted
    Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

    Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

    ConfidentialAjmer, India
    We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients. The role involves deep engagement with clients to und...Show moreLast updated: 6 days ago
    • Promoted
    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

    ComfNet Solutions GmbHAjmer, Republic Of India, IN
    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 1 day ago
    • Promoted
    Financial Planning and Analysis Manager

    Financial Planning and Analysis Manager

    BrightEdgePushkar, IN
    BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott. What makes BrightEdge special is our innovative ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Professional

    Senior Investment Professional

    SLKPushkar, IN
    Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show moreLast updated: 20 days ago
    • Promoted
    Senior Investment Advisor - Hnwi & Private Capital Relations

    Senior Investment Advisor - Hnwi & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLCPushkar, Republic Of India, IN
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 12 days ago
    • Promoted
    Chief Manager - Projects- SS

    Chief Manager - Projects- SS

    ConfidentialBeawar, India
    Responsible for end-to-end construction / Project execution activities – SUB STATION- AIS / GIS and To monitor Project Execution, Row issues, Administration Coordination. Key Accountabilities / Respon...Show moreLast updated: 6 days ago
    • Promoted
    Wealth Management Intern

    Wealth Management Intern

    Zetheta Algorithms Private LimitedPushkar, IN
    ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 30+ days ago
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

    Parrot CTFsAjmer, IN
    Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform. With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 2 days ago