Relationship Manager Private Wealth
- A Global Leader
- 10 - 20 years
- Delhi, NCR
- 4 months ago
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Job Description
LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients.
Key Responsibilities:
- Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients.
- Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products.
- Deepen wallet share and manage client portfolios to deliver consistent and long-term results.
- Acquire new clients through networks, referrals, and proactive market engagement.
- Maintain a high standard of compliance, documentation, and risk management in all dealings.
- Collaborate with internal teams and product specialists to deliver best-in-class solutions.
Candidate Eligibility Criteria:
- Experience: Minimum 10 years in private wealth management or related financial services.
- Current Book Size: Minimum INR 400 Cr across all asset classes (must be active and managed directly).
- Clientele: Strong relationships with HNI/UHNI clients, Family Offices, Promoters, and CXO-level individuals.
- Skills Required:
- Excellent knowledge of financial markets and investment products.
- Strong relationship management and client servicing capabilities.
- Proven track record of revenue generation and client retention.
- Education: Bachelor's Degree (mandatory); MBA/CA/CFA preferred.
- Location Flexibility: Open to candidates based in or willing to relocate to Delhi, Mumbai, Bangalore, or Chennai.
Job Classification
Industry: NBFC (Micro Finance)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Wealth ManagerEmployement Type: Full timeContact Details:
Company: A Global LeaderLocation(s): Delhi, NCR
Keyskills: Mutual Funds PMS MF Private Wealth Aif HNI Private Banking NRI Bonds Portfolio HNI Acquisition Financial Advisory Wealth Management HNI Sales TPP Ultra Hni Relationship Management Wealth Relationship Third Party Investment Advisory FD Investment Investment Products
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