Website:
Job details:
CTC offered would upto Fourty lakhs per annum
Role Overview:
We seek a senior relationship manager in wealth management with an entrepreneurial
mindset and 7-10 years of experience managing HNI’s 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 HNI’s,family offices and
institutional investors. One should have worked in Private Banking in Banks , Brokerages
or wealth management firms.
Key Responsibilities:
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Client Acquisition & Relationship Management: Build and manage relationships with
family offices, UHNIs.
Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs,
PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.
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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.
Performance Expectations:
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Year 1: Generate revenue equivalent to 1x of annual fixed CTC including bonus.
Year 2: Generate revenue equivalent to 2x of annual fixed CTC including bonus.
Year 3: Generate revenue equivalent to 3x of annual fixed CTC including bonus.
Qualifications & Experience:
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7-10 years in wealth management , multi family office , mutual fund distributors ,
banks serving HNIs and family offices across wealth products.
Strong relationships with family offices, UHNIs will be preferred.
Expertise in wealth products, structured investments, and alternative asset
classes. They should have their own AUM up to 25-50 Crore and a set of clients
that they can shift in a year.
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:
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Competitive Fixed + Variable Pay plus ESOPs.
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 IFA Global and existing 100’s of
relationships.
Coaching/Mentoring from Harvard educated coaches.
Working Closely with Mr.Abhishek Goenka and Senior Board members.
Flat Structure with ZERO Politics environment
If you have the vision , hunger and expertise to drive a high-impact wealth management
business, we want to hear from you! Hunger being most important.
Questions to be answered by the candidate in 2-3 sentences along with the
sharing of the CVs
1. 2. 3. 4. 5. 6. Briefly outline your total RELEVANT years of experience in wealth management/private
banking. Mention your AUM handled, and type of clients managed.
Please share details of your current AUM (approximate ₹ value) and the client categories
you manage (HNI, UHNI, family offices). What is the typical ticket size of investments
you handle? How many clients can you get onboard in the first 3 months and what is the
expected AUM and revenue you can earn?
Which products have you advised/distributed extensively (MFs, PMS, AIFs, REITs,
INVITs, structured/unlisted products)? Please specify examples.
Share an example of how you acquired and grew a significant client relationship or
raised capital. What approach worked best for you?
This role requires travel and strong networking. How do you typically leverage industry
events, forums, or personal networks to build relationships with family offices and
UHNIs? Have you done this before?
Click on Apply to know more.