Sr Wealth Manager

Job highlights

• Annual Bonus, Travel Allowance (TA), Petrol Allowance, Mobile Allowance, LaptopJob DescriptionCompany: RichHarborLocation: South DelhiWork Mode: Work from Office + Client/Partner MeetingsExperience: 5–12 YearsSalary: ₹30,000–₹50,000/month + Performance-Linked IncentivesEmployment Type: Full-TimeGender - FemaleAbout RichHarborRichHarbor is building an AI-powered financial infrastructure platform that brings together multiple financial solutions, technology, operations and execution capabilities under one ecosystem.Our key business verticals include:Private Market Portfolio ServicesLife Insurance SolutionsEnterprise Technology SolutionsCorporate Finance & Capital SolutionsSpecialized Institutional TransactionsWe are expanding our HNI & Private Wealth business and are looking for an experienced wealth professional to join our growing team.About the RoleWe are looking for a Senior Wealth Manager – HNI & Private Wealth who has an established network of HNI/UHNI clients, strong relationship-

Company: RichHarbor Location: South Delhi Work Mode: Work from Office + Client/Partner Meetings Experience: 5–12 Years Salary: ₹30,000–₹50,000/month + Performance-Linked Incentives Employment Type: Full-Time Gender - Female About RichHarbor RichHarbor is building an AI-powered financial infrastructure platform that brings together multiple financial solutions, technology, operations and execution capabilities under one ecosystem. Our key business verticals include: Private Market Portfolio Services Life Insurance Solutions Enterprise Technology Solutions Corporate Finance & Capital Solutions Specialized Institutional Transactions We are expanding our HNI & Private Wealth business and are looking for an experienced wealth professional to join our growing team. About the Role We are looking for a Senior Wealth Manager – HNI & Private Wealth who has an established network of HNI/UHNI clients , strong relationship-management capabilities and a proven ability to generate business. This is a relationship-led, business-development role , combining your existing network with qualified opportunities generated by RichHarbor. You bring the relationships. RichHarbor brings the platform, solutions, technology and execution support. Key Responsibilities Build and manage long-term relationships with HNI/UHNI clients. Leverage existing professional relationships to identify and develop new business opportunities. Understand client requirements and introduce relevant RichHarbor solutions. Conduct face-to-face client meetings and presentations. Follow up and convert qualified leads generated through RH's digital and lead-generation initiatives. Develop new business through referrals, networking and relationship-led acquisition. Identify opportunities across relevant RH business verticals. Coordinate with RH's product, operations and execution teams to deliver a seamless client experience. Maintain an active sales pipeline and update client/prospect information in CRM. Build a strong referral network and generate repeat business. Ideal Candidate We are looking for professionals with: 5+ years of experience in Wealth Management, Private Banking, HNI Relationship Management, Investment Advisory or Financial Product Distribution. An established network of HNI/UHNI clients and professional relationships . Proven ability to originate and convert business. Strong communication, presentation and relationship-management skills. Confidence in conducting face-to-face meetings with HNI/UHNI clients. Good understanding of financial products and investment solutions. Strong networking and referral capabilities. An entrepreneurial and ownership-driven mindset. Ability to work independently and build business from the ground up. Preferred Background Candidates from: Private Banking Wealth Management Family Offices Investment Advisory Financial Product Distribution HNI/UHNI Relationship Management Relevant BFSI businesses will be preferred. Compensation ₹30,000–₹50,000/month fixed + performance-linked incentives The variable component will be linked to actual business generated and client activation . Candidates with stronger experience, relationships and demonstrated business-generation capability may be considered at the higher end of the range. Location — STRICT REQUIREMENT - Delhi Only This position is strictly open to candidates currently based in Delhi NCR. Preferred locations include: Gurugram | South Delhi | Central Delhi | Noida | Greater Noida | Faridabad | Ghaziabad The role requires regular work from the South delhi office as well as face-to-face client meetings across Delhi NCR. We will not consider candidates based outside Delhi NCR for this position. Why Join RichHarbor? Access to multiple financial solution verticals RH-generated qualified leads Technology and CRM infrastructure Product, operations and execution support Direct interaction with the founding/business team Opportunity to build a larger HNI/Private Wealth business Performance-linked earning opportunity Entrepreneurial, growth-oriented environment Who Should Apply? This opportunity is particularly relevant for an experienced Wealth Manager, Private Banker or HNI Relationship Manager who has built strong client relationships and wants to leverage those relationships within a broader financial-services platform. If you are Delhi NCR-based, have an established HNI/UHNI network and are looking for a high-ownership wealth-building opportunity, we would like to hear from you.