Website:
unienfin.in
Job details:
About Us
Unien is a premier wealth and asset management group serving high-net-worth and ultra-highnet-
worth families across India. As we scale our Wealth Management division, we are building a
handpicked team of future stars — the next generation of leaders in the wealth industry.
The Opportunity
We are seeking a highly motivated, proactive and detail-oriented Service Manager to join our
team. This role involves extensive engagement with both prospective and existing clients across
their onboarding, servicing, and portfolio-related requirements.
The position requires significant client interaction and active involvement across all aspects of
client servicing, operational support, and trade execution. This is a position which focuses on
building meaningful client relationships while delivering best-in-class service and operational
excellence.
Location: Bengaluru
Experience: 3–5 years, with a working understanding of Client Service & reporting
for wealth & financial services
Function: Wealth Management / Advisory – Client Service & Operations
What You'll Do
• Manage Client onboarding and account maintenance for both new and existing clients in
line with regulatory and organizational policies.
• Collect and validate account-specific documentation and financial information to ensure
compliance requirements are met.
• Act as the primary point of contact between clients, Banks, AMCs and Product
Manufacturers (AIFs, PMS providers etc.)
• Provide operational support across a broad suite of financial products and applications.
• Handle Transactions, Operations and other support activities, including trade
placement, confirmation, settlement tracking, and reconciliation across mutual funds,
AIFs and PMS and other investments.
• Oversee administrative and transactional activities including money transfers, tax
reporting, portfolio review preparation and resolution of client queries.
• Build long-term, trust-based relationships that go beyond transactions via supporting
Wealth Managers & leaders by ensuring seamless coordination and contributing to
client meetings as required.
What We're Looking For
Profile
• 3–5 years of professional & proven experience, ideally with early exposure to wealth
management, private banking, financial services, or a closely related field
• Strong operational skills with sound understanding of Banking, Mutual Funds, Capital
Markets and other financial products.
• Proficiency in Microsoft Excel, Word & Power Point, other reporting systems and
transaction platforms in the industry.
• Bachelor’s or Master’s degree, in Marketing, Finance or related discipline from a
reputed University.
• Based in, or open to relocating to, Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, or
Kolkata. Location flexibility may be required.
Traits We Value
• Integrity — non-negotiable, in every client interaction and service coordination.
• Genuine passion to be part of our client’s wealth management and building bespoke client
solutions.
• Highly organized individual, with an ability to excel in fast-paced environment.
• Enthusiasm and a super-eager, coachable attitude toward learning
• Strong problem-solving skills, with a passion for streamlining and bringing order to complex
processes.
Why Join Us
• Direct access to senior partners, industry specialists, and academic experts as mentors
• Active firm support in building your career from day one of client-facing work
• A clear runway to grow into a senior service personnel within the firm to grow into other roles
• A high-performance peer group of fellow future stars, hired and trained together
How to Apply
Share your updated resume at hr@unienfin.in with the subject line "Service Manager – Client
Service Excellence” Add a note, not exceeding 300 words, covering - why you are keen and what
will make you click, in this role.
We are an equal opportunity employer and evaluate candidates on merit, skills, and potential.
Click on Apply to know more.
