Senior Wealth Relationship Manager

Job highlights

• Minimum 10 years of experience in wealth management,private banking or advisory

Senior Wealth Relationship Manager

Location: Bangalore, Hyderabad, Chennai, Kerala
Department: Global Private Wealth
Designation: Senior Wealth Relationship Manager
Compensation: Best in Industry

About the Opportunity

We are strengthening our Global Private Wealth team with high-performing Senior Wealth Relationship Managers who want a platform offering greater freedom, higher earning potential and faster growth than traditional banks and wealth firms.

If you are performing well in your current organisation but feel limited by structure, payouts or visibility, this role is designed for you. You will work directly with leadership, manage HNI and Ultra-HNI relationships, and build a large AUM book supported by one of the strongest platforms in the industry.

Key Responsibilities
Build, manage and grow a portfolio of HNI and Ultra-HNI clients
Understand client goals and deliver long-term wealth strategies
Lead asset acquisition across Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance and Direct Equity
Maintain high-quality engagement through proactive reviews and advisory
Deliver steady monthly and annual revenue and AUM growth
Stay updated on markets, products and regulatory developments
Coordinate with product, research and operations teams for seamless client delivery
Uphold strong standards of compliance, ethics and transparency
Ideal Background
Minimum 10 years of experience in wealth management, private banking or advisory
Strong track record with HNI/Ultra-HNI clients and revenue performance
Strength in networking, advisory and relationship management
Growth-driven, disciplined and client-focused approach
A ready HNI/Ultra-HNI network is an advantage
Why This Role Stands Out

Faster Growth
Progress faster than at traditional banks, brokerage houses and NBFCs. High performers receive immediate visibility and leadership support.

Direct Access to Leadership
Work closely with senior leadership, with quicker decisions and real-time guidance.

High Earning Potential
Attractive incentives, transparent payouts and international rewards for consistent performers.

Strong and Diverse Product Platform
Full access to Mutual Funds, PMS, AIFs, Bonds, Structured Products, Corporate FDs, Life & General Insurance and offshore products.

Freedom and Ownership
No rigid hierarchy. You control your book, your growth and your earnings.

Biannual Appraisals
A clear, structured review system, held twice a year, that rewards consistent performance.

Transparent Car Reward Policy
Achievers benefit from a clear and well-defined car reward plan.

Strong Brand Credibility
A 61-year legacy that supports client acquisition and conversions.

Fast Career Progression
High performers move quickly into leadership roles with expanded responsibilities.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.