Senior Wealth Relationship Manager

At our growing Wealth Management & Advisory firm, we believe in building enduring financial partnerships — not just portfolios. We’re looking for an accomplished Senior Wealth Advisor who can deliver expert investment guidance and drive meaningful financial outcomes for our HNI and UHNI clients.Role Overview:As a Senior Wealth Advisor, you’ll manage and expand high-value client relationships, offering tailored investment strategies across asset classes. You’ll play a key role in portfolio performance, client satisfaction, and overall business growth, while mentoring junior team members.Key Responsibilities:Build, manage, and grow relationships with HNI & UHNI clientsDevelop customized wealth and investment strategies aligned with client goalsOffer advisory across Mutual Funds, PMS, AIFs, Bonds, and Structured ProductsDrive AUM growth and revenue targets through effective portfolio managementStay informed on market developments and regulatory guidelinesCollaborate with internal teams for seamless client servicing and complianceIdeal Candidate Profile:Graduate/Postgraduate in Finance, Commerce, or Economics7–12 years of experience in Wealth Management / Private Banking / Investment AdvisoryDeep understanding of financial markets, investment instruments, and portfolio diversificationExcellent interpersonal, presentation, and relationship management skillsA strong client network and consistent track record of AUM growthWhy Join Us:Opportunity to manage elite client portfolios and create lasting impactTransparent, performance-driven culture with autonomy and recognitionContinuous learning through exposure to diverse investment products and strategies