Wealth Relationship Managers, Partners, and Senior Partners

Exciting Career Opportunities in Wealth Management with One of India's Most Prestigious Brands Launching Its Wealth Management Business.

We are hiring Wealth Relationship Managers, Partners, and Senior Partners for one of India’s leading NBFCs.

Locations: Delhi, Mumbai, Bangalore, Hyderabad, Pune, Kolkata, Chennai & Ahmedabad

Experience:

Wealth Relationship Managers (5-10 years)

Partners (8+ years)

Senior Partners (12+ years)

PFA the JD required across grades and that bit will change in the role requirements section depending on the grade we're looking for.

Role Summary:

The  Wealth Relationship Managers, Partners ( playing captain or non playing captain) , and Senior Partners ( playing captain or non playing captain) will serve as a trusted partner to a set of HNI/UHNI clients, guiding them through their wealth journeys with well-researched, and personalized financial solutions. The role focuses on building and managing relationships, understanding nuanced client needs, and delivering a high standard of customer service.

Key Responsibilities:

·          Acquire HNI/UHNI clients through personal networks, referrals, and market outreach. Build long-term relationships and act as a trusted financial partner.

·          Provide tailored solutions across Mutual funds, PMS, and AIFs by understanding client goals, risk appetite, and investment horizon. 

·          Build customized portfolios and proactively rebalance them based on client goals and market conditions.

·          Collaborate with internal research and product teams to deliver high-quality investment insights and advisory solutions.

·          Stay updated on financial markets, economic trends, and regulatory changes to provide informed advice.

·          Ensure all client interactions and transactions adhere to regulatory and internal compliance guidelines.

Role Requirements:

·          Graduate/ Postgraduate in Finance, commerce or related field.

·          Relevnt experience in Private Wealth Management / Private Banking / Investment Advisory.

·          Strong knowledge of capital markets, Mutual funds, PMS, insurance, and other financial instruments.

·          Good client-facing, relationship building, and communication skills.

If you have a strong track record in wealth management and are looking to explore your next career move, I would be happy to connect for a confidential discussion. Applications and expressions of interest are welcome at kanchan.chaudhary@vrindaglobal.com .

Feel free to share this opportunity within your professional network if you know someone who may be a great fit.