Talent.com
No longer accepting applications
Private Wealth Management Specialist

Private Wealth Management Specialist

TekPillar®Erode, Tamil Nadu, India
18 hours ago
Job description

Location : Mumbai (Prabhadevi)

Experience :

10+ 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

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 Management Specialist • Erode, Tamil Nadu, India

Related jobs
  • Promoted
Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

BrightEdgeSalem, Tamil Nadu, India
Company Overview : 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...Show moreLast updated: 30+ days ago
  • Promoted
Investor Relations Specialist

Investor Relations Specialist

Talentojtiruppur, tamil nadu, in
About the Role : We’re looking for enthusiastic Investor Relations Executive to join our team and help investors have a seamless experience. You’ll be the first point of contact for customers, handli...Show moreLast updated: 30+ days ago
  • Promoted
Senior Investment Advisor - HNWI & Private Capital Relations

Senior Investment Advisor - HNWI & Private Capital Relations

Friendly Franchisees Corporation / Silver Star Real Estate LLCSalem,Tamil Nadu, 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
Senior Associate — Private Equity (5+ Years Experience)

Senior Associate — Private Equity (5+ Years Experience)

Brownstone NYCSalem,Tamil Nadu, IN
USD 2,000 / month (negotiable based on experience).Real Estate Private Equity team — a strategic investor with strong financial acumen, operational insight, and the ability to turn data into convicti...Show moreLast updated: 1 day ago
  • Promoted
Associate / Senior Associate - Financial Due Diligence

Associate / Senior Associate - Financial Due Diligence

Cherry BekaertTiruppur, IN
Due to our sustained growth and success in providing financial due diligence services to both strategic and financial buyers, we currently have career opportunities for a.Our ideal candidate will h...Show moreLast updated: 22 days ago
  • Promoted
Associate Financial Planner

Associate Financial Planner

PrimeWealthSalem,Tamil Nadu, IN
Job Title : Associate Financial Planner.Salary Range : ₹30,000 – ₹40,000 per month.Experience : Freshers or 1–2 years in financial planning or related roles. CFP or Pursuing CFP is mandatory.We’re look...Show moreLast updated: 13 days ago
  • Promoted
  • New!
Investor Relations Specialist (Voice process)

Investor Relations Specialist (Voice process)

TalentojSalem, Tamil Nadu, India
About Wint Wealth Wint Wealth is a fast-growing fintech startup making high-yield debt products accessible to retail investors. We empower investors with safe, transparent, and regulated opportuniti...Show moreLast updated: 18 hours ago
  • Promoted
Partnerships Associate

Partnerships Associate

Opportunities PlusErode, IN
At Opportunities Plus, we are passionate about empowering young minds through transformative experiential learning, leading them to power career choices. We specialize in guiding school students age...Show moreLast updated: 20 days ago
  • Promoted
Private Wealth Manager

Private Wealth Manager

TekPillar®Erode, IN
Bangalore / Chennai / Hyderabad.Years in Private Wealth Management.LPA – ₹60 LPA (Based on current CTC and interview).We are hiring experienced Relationship Managers for our Private Wealth Division...Show moreLast updated: 1 day ago
  • Promoted
Finance Business Partner

Finance Business Partner

Randstad EnterpriseErode, IN
Job Title : Finance Business Partner.Shift : EST working hours (5 : 30 PM IST).Randstad Enterprise is a global talent leader, providing solutions and expertise that help companies position for growth, ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Investment Professional

Senior Investment Professional

SLKTiruppur, 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: 18 days ago
  • Promoted
Senior Investment Advisor - Hnwi & Private Capital Relations

Senior Investment Advisor - Hnwi & Private Capital Relations

Friendly Franchisees Corporation / Silver Star Real Estate LLCTiruppur, 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: 11 days ago
  • Promoted
  • New!
Compliance Specialist – Affordable Housing

Compliance Specialist – Affordable Housing

Castellan Real Estate PartnersTiruppur, Republic Of India, IN
Compliance Specialist – Affordable Housing (LIHTC).Remote (Based in India, supporting California projects).Full-time | Must be available to work in Pacific Standard Time (PST) overlap hours.We are ...Show moreLast updated: 18 hours ago
  • Promoted
FOREX INVESTOR

FOREX INVESTOR

FOREX INVESTMENTerode, tamil nadu, in
We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Compliance Specialist – Affordable Housing (LIHTC)

Compliance Specialist – Affordable Housing (LIHTC)

Castellan Real Estate PartnersTirupur, Tamil Nadu, India
Compliance Specialist – Affordable Housing (LIHTC) Location : .Remote (Based in India, supporting California projects) Work Schedule : . Full-time | Must be available to work in Pacific Standard Time (P...Show moreLast updated: 18 hours ago
  • Promoted
Investor Relations Associate

Investor Relations Associate

TalentojSalem,Tamil Nadu, 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: 1 day ago
  • Promoted
Manager - Sample Development

Manager - Sample Development

ASIAN FABRICX PRIVATE LIMITEDKarur, Tamil Nadu, India
Sample Development Manager – Home Textiles (European & US ).CANDIDATES ONLY FROM HOME TEXTILES.We are looking for an experienced and proactive. Sample Development Manager – Home Textiles.The role de...Show moreLast updated: 11 days ago
  • Promoted
VP - UHNI Engagement

VP - UHNI Engagement

ATRIOS ConsultingErode, IN
We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 1 day ago