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Private Wealth Management Specialist
TekPillar®Anand, IN16 hours 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 : 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
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
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Wealth Management Specialist • Anand, IN
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