Wealth Relationship Manager - HNI/UHNI Segment - Banking/Financial Services

Hiring: Wealth Relationship Manager (HNI/ UHNI) | Leading Broking Firm

Location: Anywhere in Gujarat

Experience: 5 - 15 Years

Industry: Broking / Wealth Management

Key Responsibilities:

- Manage and expand HNI/ UHNI client relationships with a focus on AUM growth and retention.

- Acquire new clients and deepen existing relationships through customized wealth solutions.

- Advise and distribute Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance, and other investment solutions.

- Understand client objectives and risk profiles to develop customized investment strategies.

- Conduct regular portfolio reviews and drive advisory-led revenue generation.

- Collaborate with research, product, and investment teams to deliver holistic wealth solutions.

- Maintain strong client engagement while ensuring adherence to regulatory and compliance standards.

Key Requirements:

- Proven experience managing 100 Cr+ individual AUM.

- Average client ticket size of 1 Cr+.

- Strong expertise across wealth management and investment products.

- Demonstrated track record in client acquisition, networking, and business development.

- Strong relationship management and advisory skills.