No longer accepting applications
Private Wealth Manager
TekPillar®nadiad, gujarat, in6 days ago
Job descriptionMinimum 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. 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.
Location : Bangalore / Hyderabad / Chennai
Experience : 15+ Years in Private Wealth Management
CTC : 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
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
For More Information :
Komal B. / HR Team
Phone / WhatsApp : +91 93289 59079
Create a job alert for this search
Wealth Manager • nadiad, gujarat, in
Related jobs![[Apply Now] Wealth Manager](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=Nuvama%20Wealth)
- Promoted
[Apply Now] Wealth Manager
Nuvama WealthVadodara, Gujarat, India Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth...Show moreLast updated: 1 day ago
- Promoted
Wealth Manager
ConfidentialAhmedabad, India Wealth Manager | Partner Business.We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products.Estab...Show moreLast updated: 10 days ago
- Promoted
Rm Ip - Affluent Wealth
KG Engineering & ConsultancyAhmedabad, Republic Of India, IN Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show moreLast updated: 6 days ago
- Promoted
Relationship Manager
AAA GlobalAhmedabad, Gujarat, India Relationship Manager – Wealth Management Location : Anywhere in India or Asia Experience : 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management...Show moreLast updated: 1 day ago
- Promoted
RM IP - Affluent Wealth
KG Engineering & ConsultancyAhmedabad, Gujarat, India Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show moreLast updated: 7 days ago
- Promoted
Wealth Management Associate
Anand Rathi Wealth LimitedAhmedabad, Republic Of India, IN An Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Financial Planning, Portfolio Strategy and Reporting.
Assisting the RM in making of fi...Show moreLast updated: 30+ days ago
- Promoted
Branch Wealth Manager
ConfidentialAhmedabad We are actively seeking a highly driven and client-focused.This pivotal role is responsible for the acquisition and activation of Sub-brokers / Partners for Mutual Funds, driving sales targets across...Show moreLast updated: 30+ days ago
- Promoted
Private Wealth Manager
TekPillar®Ahmedabad, Republic Of India, IN Years in Private Wealth Management.Based on current CTC and interview.We are hiring experienced Relationship Managers for our Private Wealth Division.
The ideal candidate will have strong experience...Show moreLast updated: 6 days ago
- Promoted
Affluent Wealth Tl
KG Engineering & ConsultancyAhmedabad, Republic Of India, IN The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients.
To meet desired revenue, client acquisition and AUM targets thr...Show moreLast updated: 17 days ago
- Promoted
- New!
Private Banker - Wealth Management (Ahmedabad)
ConfidentialAhmedabad, India Customer Acquisition Minimum of 1 Cr.Cr and above investable surplus.Financial Planning (FP) and Portfolio Services.Execution of transactions post FP and on periodical basis.Manage Private Wealth, ...Show moreLast updated: 17 hours ago
- Promoted
Investment Relationship Manager
HDFC securitiesAhmedabad, Republic Of India, IN Relationship Manager / Senior Relationship Manager - Ahmedabad.Execution of trade orders on behalf of clients.Building relationships with clients & educating them about Investments.Buying and selling...Show moreLast updated: 4 days ago
- Promoted
Affluent Wealth TL
KG Engineering & ConsultancyAhmedabad, Gujarat, India The role would require to cater to investment needs of mass affluent clients.To meet desired revenue, client acquisition and AUM targets.
To ensure all processes are followed keeping in mind the eth...Show moreLast updated: 18 days ago
- Promoted
- New!
Private Banking Relationship Manager
Quotient ConsultancyNadiād, Republic Of India, IN Leading Financial Company Hiring Private Banking Relationship Manager.Interested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail.
Good Stable candidates from Banks MNCs Bro...Show moreLast updated: 3 hours ago
- Promoted
- New!
Finance Manager - Private Equity
CorenzaAnand, Republic Of India, IN Working together with the external service providers, taking ownership in the financials (full cycle accounting) and records for the Fund and its SPVs (i.
Prepare / Review consolidation reporting pack...Show moreLast updated: 4 hours ago
- Promoted
▷ High Salary : Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdAhmedabad, Gujarat, India The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S)he would be responsible for acquiring High Ne...Show moreLast updated: 15 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdVadodara, Gujarat, India The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager
Nuvama WealthAhmedabad, Gujarat, India Wealth Manager | Partner Business.We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products.Estab...Show moreLast updated: 28 days ago
- Promoted
Wealth Management Team Lead
KG Engineering & ConsultancyAhmedabad, Republic Of India, IN The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients.
To meet desired revenue, client acquisition and AUM targets thr...Show moreLast updated: 17 days ago