Manager/ relationship manager - wealth management

We are looking for an experienced Wealth Manager to manage and grow a portfolio of High Net-Worth (HNI) and Ultra HNI clients. The role involves delivering holistic wealth solutions across investments, advisory, and financial planning while building long-term client relationships.
Key Responsibilities:
Client Relationship & Advisory:
- Manage and grow a book of HNI / UHNI clients
- Understand clients' financial goals and risk profiles to offer tailored wealth solutions
- Act as a trusted advisor for investments, estate planning, and wealth structuring
- Ensure high levels of client satisfaction and retention
Investment & Product Advisory:
- Advise clients across asset classes including Mutual Funds, PMS & AIFs, Equities & Fixed Income, Insurance & other wealth solutions
- Monitor portfolios and provide periodic performance reviews
- Keep clients informed of market trends and investment opportunities
Business Development:
- Acquire new clients through...