Website Premier Consultants
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.
To apply for this job please visit www.iimjobs.com.
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