SENIOR WEALTH RELATIONSHIP MANAGER (HNI/UHNI) @ WTG CONSULTANTS
This is a massive opportunity for a Senior Wealth Relationship Manager to join one of India’s leading wealth management companies in Hyderabad. The role is designed for professionals who manage high-net-worth (HNI) and ultra-high-net-worth (UHNI) clients with an investable surplus ranging from ₹1 Cr to over ₹5 Cr. As a strategic, advisory-led position, you will work closely with research, compliance, and risk teams to build long-term annuity revenue and create customized financial strategies. This career-defining move offers high visibility and the chance to handle sophisticated PMS, AIF, and private wealth products while building a significant AUA (Assets Under Advice) portfolio.
Your core responsibilities include the acquisition and management of elite client relationships, ensuring adherence to strict advisory and risk parameters. You will be expected to scan the markets for trends, monitor competition, and provide detailed market insights to your clients. By delivering consistent MIS reports and conducting regular portfolio reviews, you will ensure high levels of client satisfaction and investment discipline. This role demands excellence and rewards top-tier performers with significant growth potential and exposure to the highest levels of the financial services industry in India.
Your core responsibilities include the acquisition and management of elite client relationships, ensuring adherence to strict advisory and risk parameters. You will be expected to scan the markets for trends, monitor competition, and provide detailed market insights to your clients. By delivering consistent MIS reports and conducting regular portfolio reviews, you will ensure high levels of client satisfaction and investment discipline. This role demands excellence and rewards top-tier performers with significant growth potential and exposure to the highest levels of the financial services industry in India.
Key Requirements
Minimum 7 years of experience in wealth management.
Strong experience handling HNI/UHNI and Family Office clients.
Deep understanding of mutual funds (MF), PMS, AIF, and asset allocation.
Postgraduate or Master's degree preferred.
Excellent communication and high advisory integrity.
Proven ability to acquire clients with ₹1 Cr – ₹5 Cr+ investable surplus.
Ability to create customized financial plans and portfolio strategies.
Skill in executing transactions periodically while ensuring client discipline.
Proficiency in building long-term annuity revenue and multi-asset allocations.
Experience in delivering MIS reports, portfolio reviews, and market insights.