Job Description

Role Overview:- The role involves acting as a trusted advisor to High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs), delivering customized wealth management solutions across investments, banking, estate planning, and advisory services.- The incumbent will be responsible for client acquisition, relationship deepening, and driving Assets Under Management (AUM) growth through best-in-class offerings.Location: PAN INDIA ( No Relocation Allowed)Open Roles:1. Wealth Manager / Private Banker2. Playing CaptainKey Responsibilities:Client Acquisition & Relationship Management:- Acquire new UHNI clients through strong networks, referrals, and market intelligence.- Build, manage, and retain deep, long-term relationships with UHNIs, family offices, and key decision-makers.- Deliver exceptional client servicing with a focus on long-term wealth creation.Investment Advisory:- Provide tailored investment solutions based on client risk profile, goals, and market outlook.- Partner with internal research teams, product specialists, and portfolio managers to deliver high-impact advisory.- Ensure execution of strategies across asset classes including MF, PMS, AIFs, Structured Products, Debt, and Advisory Mandates.Product Knowledge & Cross-functional Collaboration:- Stay updated on investment products, structured solutions, alternate assets, and wealth management regulations.- Work closely with compliance, operations, and product teams to ensure seamless delivery.Role-Specific Expectations:Playing Captain:- Responsible for both individual book-building and team performance.- Deliver personal revenue targets while mentoring and guiding team members.Perks & Benefits:- Attractive fixed salary- Strong lead support- Lucrative incentive structurePreferred Candidate Profile:- Experienced professionals currently managing HNI / UHNI clients in private banking or wealth management.- Strong understanding of investment solutions, asset classes, and market dynamics.- Excellent relationship management, communication, and networking skills. (ref:updazz.com)

Skills Required