Wealth Relationship Manager
A leading wealth and investment company is urgently hiring a Wealth Relationship Manager up to DVP grade, offering ₹40–45 LPA. Candidates must have a self-managed client book, expertise in PMS, AIF and structured products, and a strong HNI/UHNI acquisition track record.
Posted by
Tolo Admin
The Wealth Relationship Manager will focus on acquiring high-net-worth clients, expanding assets under management (AUM), and building wealth management relationships. This is a 100% client acquisition role.
Key Responsibilities
Acquire new High-Net-Worth Individual (HNI) and Ultra-High-Net-Worth Individual (UHNI) clients.
Build and grow Assets Under Management (AUM).
Leverage an existing, self-managed client book to generate business.
Use expertise in Portfolio Management Services (PMS), Alternative Investment Funds (AIFs) and structured investment products.
Develop and maintain relationships with prospective wealth management clients.
Mandatory Requirements
Strong experience with PMS, AIFs and structured products.
An existing self-managed client book is mandatory.
Proven expertise in HNI/UHNI client acquisition and AUM growth.
Suitability for a senior role up to DVP grade.
Compensation: ₹40–45 lakh per annum (CTC).
How to Apply
Interested candidates can contact or WhatsApp 9834353149.
Similar Articles
More from Jobs in Other