Wealth Manager – HNI & Portfolio Management

Leading Bank | Pune
📍 Pune | 💼 3–7 Years Experience | 💰 ₹16–18 LPA | 🔢 15 Openings


The Role

This is a high-calibre opportunity for seasoned wealth management professionals who thrive in the HNI space. As a Wealth Manager, you'll manage and grow a portfolio of High Net Worth and Ultra High Net Worth clients — advising them on everything from mutual funds to PMS, AIFs, and private banking products.

If you have a strong client network, deep product knowledge, and a track record of hitting AUM targets, this role offers the platform — and the pay — to match your ambition.

Full-time, permanent role with a reputed banking institution.

What You'll Do

Client Acquisition & Relationship Management

• Proactively source and onboard HNI/UHNI clients through your network, referrals, and direct pitches
• Build long-term, trust-based relationships with existing clients to deepen wallet share
• Identify and act on cross-sell opportunities across insurance, broking, and other financial services

Portfolio Strategy & Advisory

• Profile each client's risk appetite, return expectations, and investment horizon
• Design and recommend customised asset allocation strategies tailored to individual goals
• Advise across a full product suite:
  • 📊 Mutual Funds — equity, debt, and hybrid
  • 💼 PMS & AIFs — discretionary and non-discretionary, minimum ₹50L ticket size
  • 🏦 Private Banking & Equity Products

Portfolio Monitoring & Reporting

• Conduct regular portfolio review meetings and benchmark performance
• Rebalance portfolios in response to changing market conditions and client goals
• Maintain clear, client-friendly reporting and communication

Revenue & Compliance

• Meet monthly and quarterly AUM growth and revenue targets
• Ensure full adherence to SEBI, AMFI, and internal compliance frameworks
• Oversee seamless KYC and client onboarding protocols

What We're Looking For

• 3–7 years of experience in wealth management, private banking, or financial advisory
• Demonstrated experience handling HNI/UHNI clients
• Strong working knowledge of Mutual Funds, PMS, AIFs, and equity products
• Existing client network — a strong book is a definite advantage
• Target-driven, self-motivated, and relationship-first in approach
• Any Graduate degree; NISM/CFP certification preferred

Why Apply

• Premium compensation: ₹16–18 LPA
• 15 openings — significant expansion underway
• High-value client segments with large ticket sizes
• Permanent, on-roll position in a structured banking environment

Ready to manage serious wealth and build a premium client portfolio?
Apply directly on this listing. With 100+ applicants already in the pipeline and 15 seats to fill, shortlisting is actively underway — apply now to stay ahead.