Unidus Services
Private Client Group Manager
Skills
9 days ago
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Important information
Contract type:
Permanent
Salary:
₹1,800,000 – ₹3,000,000 / year
Location:
Chennai, Tamil Nadu, India
Work mode:
Onsite
Published on:
14 October 2026
What they need
Private Wealth Manager Job Description
Position: Private Wealth Manager
Industry: Wealth Management / Private Banking
Location: As per requirement
Key Responsibilities:
Manage and develop relationships with HNI/UHNI clients.
Acquire new clients through references, networking, and market mapping.
Understand clients financial goals and provide suitable investment and wealth management solutions.
Manage and grow client AUM (Assets Under Management) and generate revenue.
Advise clients on products such as Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance, and other investment solutions.
Develop and maintain strong relationships with existing clients to ensure retention and business growth.
Conduct regular portfolio reviews and provide market/investment updates.
Coordinate with internal product, investment, and operations teams for smooth execution.
Ensure compliance with company policies and regulatory requirements.
Achieve assigned business, revenue, and AUM targets.
Thanks & Regards
Manisha Dombe
Unidus Services
Sr.Team Leader
Mob:8850212735
Email ID : [email protected]
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