Senior Partner - Wealth Management - UHNI Segment

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Senior Partner Wealth Management for UHNI relationships.
The role involves acquiring, advising, and managing affluent clients while delivering bespoke wealth management solutions across a diverse range of investment products.
The ideal candidate will possess an established client network, strong relationship management capabilities, and a consistent record of driving Assets Under Management (AUM) growth and revenue generation.
Key Responsibilities:
- Acquire, advise and manage UHNI client relationships.
- Develop and grow a high-quality client portfolio through new client acquisition and relationship deepening.
- Provide comprehensive wealth management solutions across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Income, Structured Products, Private Equity, Global Investments and other investment solutions.
- Understand clients' financial objectives, risk profile and investment needs to recommend suitable strategies.
- Achieve business targets relating to client acquisition, client retention, revenue generation and managed client book growth.
- Build long-term trusted relationships with entrepreneurs, business owners, promoters, CXOs, and family offices.
- Maintain high standards of client service, governance and ethical business practices.
Candidate Profile:
- Graduate/Post Graduate (MBA equiv.).
- Proven experience in Wealth Management, Private Banking, Financial Advisory or Asset Management.
- Strong understanding of investment products, financial markets and portfolio construction.
- Excellent relationship management, business development and communication skills.
- Entrepreneurial mindset with the ability to build and expand a quality client franchise.
Eligibility Criteria:
- Senior Partner: Candidates should have a proven track record of managing UHNI relationships with an individual client book of 30 - 50 Crore and above with AUM of Rs 1500 crore +.
Preferred Industry Background:
- Wealth Management