Wealth Relationship Manager

WE’RE HIRING | WEALTH MANAGER – HNI ACQUISITION

Join a Leading Equity Research & Investment Advisory Firm!

Are you an experienced wealth management professional with a strong HNI/UHNI network and expertise in equity-based investment solutions? Here’s an exciting opportunity to take your career to the next level!

📌 Designation: Assistant Manager / Manager / Senior Manager
📍 Locations: Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Mangalore, Lucknow, Ranchi, Goa & Delhi
💼 Experience: 7+ Years
💰 CTC: ₹5–15 LPA + Variable Incentives + Perks

Key Responsibilities:

Acquire new HNI/UHNI clients and build long-term relationships.

Understand clients’ financial goals and risk appetite to recommend suitable investment solutions.

Drive sales of equity-based investment products and other financial solutions.

Achieve business targets and expand the client portfolio.

Develop and leverage a strong network of high-net-worth investors.

Eligibility Criteria:
✅ Graduate/Postgraduate with 7+ years of relevant experience in wealth management or financial product sales.
✅ Strong expertise in Equity, Mutual Funds, PMS, AIF, Commodities, Derivatives or Investment Advisory.
✅ Proven track record in HNI/UHNI client acquisition and relationship management.
✅ Candidates managing AUM of ₹100 Cr+ and handling high-value investment portfolios will have an added advantage.
✅ Excellent communication, presentation and business development skills.

🌟 Why Consider This Opportunity?

Be part of a growth-oriented organisation specialising in equity research, investment advisory and wealth creation solutions, with attractive performance-linked incentives and career growth opportunities.

📩 Interested candidates can share their updated CV at: priyankagomes@boyenhaddin.in

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