Website:
coheronwealth.com
Job details:
Coheron Wealth:
Coheron Wealth is a boutique wealth management firm that provides comprehensive financial solutions to HNIs, UHNIs, and family offices. With a client-first approach, we combine deep financial expertise with personalized attention to help clients achieve long-term Wealth creation goals.
Brief role Overview:
The incumbent will be highly driven and experienced in onboarding client to spearhead AUM and Revenue growth by acquiring and managing relationships with HNIs, UHNI and Family Offices.
Key Responsibilities for Individual role:
· Build, nurture, and manage long-term client relationships based on trust and performance
· Develop and execute a targeted strategy to acquire AUM & Revenue from HNI’s, UHNI’s & Family Offices.
· Conduct investment presentations, pitch wealth management solutions to suit client needs and look to constantly increase our wallet share.
· Collaborate with the investment team to structure bespoke offerings including PMS, AIFs, MF strategies, and direct equity.
· Maintain high standards of compliance, documentation, and reporting in accordance with SEBI and internal guidelines.
· Participate in family office summits, HNI networking events, and thought leadership forums to strengthen brand presence.
Qualifications:
· PGBDM, MBA, CA / CFA
· 5–12 years of relevant experience in wealth management, private banking
· Demonstrated ability to raise and manage large AUM portfolios
· Strong network of HNI, UHNI, and Family Office relationships across India and/or global NRI markets
· Excellent communication, and interpersonal skills
· In-depth knowledge of capital markets, financial products, and macro trends
· NISM VA & PMS certifications mandatory
Location: Mumbai, Pune, Delhi, Ahmedabad, Kolkata, Chennai, Bangalore, Coimbatore, Hyderabad
Salary Range: As per Industry standards
About Coheron Wealth:
Coheron Wealth is a next-generation wealth management platform headquartered in Mumbai. Launched in October 2023 and incubated by the founders of Negen Capital along with Mr. B. V. Raman (MD & CEO) and marquee family offices, we combine innovation with deep institutional expertise. Our shareholder base includes prominent family offices and UHNI investors, bringing strong capital markets insight, extensive networks, and patient capital.
In a short span of approximately three years, we are proud to manage over INR 20,000 crore in Assets Under Management (AUM) for 350+ families, including UHNIs, family offices, and corporate treasuries. While Coheron Wealth is relatively young, our core team brings extensive experience across leading wealth management institutions and multiple asset classes.
Our Capabilities: Family Office Services, Process-Driven Investment Approach, Seasoned Expertise, Equities, Managed Solutions, Estate & Succession Planning
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