Job Description

This role is for one of the Weekday's clients

Min Experience: 13 years

Location: Bengaluru, Karnataka, Telangana, Hyderabad, Chennai, Tamil Nadu

JobType: full-time

The position entails overseeing and expanding relationships with HNI/UHNI clients, providing them with guidance on wealth creation and investment opportunities across a range of financial products.

Requirements

Key Responsibilities:

• Oversee a portfolio of HNI/UHNI clients with a net worth of ₹5 Cr+
• Facilitate wealth growth through PMS, AIF, and other investment products
• Establish and nurture strong connections with CXOs, promoters, and business owners
• Meet revenue goals by acquiring new clients and expanding existing portfolios
• Manage and enhance Assets Under Management (AUM)

Key Requirements:

• Minimum of 13 years experience in wealth management / private banking
• Extensive experience in client relationship management
• Demonstrated success in handling clients with ticket sizes ranging from ₹5 Cr to ₹25 Cr
• Proven experience managing ₹100 Cr+ AUM
• At least 5 years of stability in current or previous roles
• Previous experience with private banks or wealth-focused NBFCs is preferred

Skills

Wealth Management

Wealth Management Services