Senior Relationship Manager - Wealth Management Solutions - Bank

Role Overview:

We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 3-6 years of experience managing HNIs UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNIs, family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms.

Key Responsibilities:

- Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a 5 Cr - 50 Cr ticket size range.

- Business Growth & Strategy: Expand the wealth management business with a long-term vision.

- Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning.

Qualifications & Experience:

- Strong relationships with family offices, UHNIs.

- Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM upto 50crs and a set of clients.

- Proven ability to raise capital and manage large portfolios.

- Entrepreneurial mindset with interest in running a venture with equity participation.

- Experience in building and leading teams.

- Willingness to travel for investor meetings and networking.

What We Offer:

- Access to a premier network of UHNIs and family offices.

- Long-term opportunity to scale a multi-family office.

- Support of clients from the parent company and existing 100s of relationships.

- Coaching/Mentoring from Harvard educated coaches.