hr1@imatesconsultants.com Cochin, Kerala
Connecting Talent with Opportunity
Career Opportunity

Associate Director -Affluent Relations

Banking / Financial Services
Location Chennai, Bengaluru, Mumbai and Delhi
Experience 10 - 20 Years
Salary 25 - 45 LPA
Openings 1
Interested in this opportunity?
Apply for this Job
Verified candidate account required
About the opportunity

Job Overview

<p>The Director – Wealth Relationship manager is responsible for managing and expanding relationships with Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This role focuses on delivering sophisticated wealth management and advisory solutions, driving asset growth, and providing strategic leadership in client relationship management while upholding the bank’s risk, compliance, and governance standards.</p> <p>Key Responsibilities Manage a portfolio of UHNW and HNW clients with complex wealth structures. Act as the primary trusted advisor to clients and their families. Develop long-term relationships across generations through tailored wealth strategies. Acquire new UHNW/HNW clients through referrals, personal networks, and strategic partnerships. Achieve and exceed targets for AUM growth, revenue, and profitability. Identify cross-border and multi-jurisdictional business opportunities. Deliver comprehensive wealth management solutions including: Discretionary and advisory portfolio management Structured products and capital markets solutions Credit and lending (Lombard loans, mortgages) Alternative investments and private markets</p> <p>Required Qualifications & Experience 10–15+ years of experience in Private Banking or Wealth Management. Strong track record managing UHNW clients and large AUM portfolios. Proven success in new client acquisition and revenue generation. Deep understanding of global financial markets and investment products.</p>
Candidate fitment

Preferred Candidate Profile

Experience
10 - 20 Years
Industry
Banking / Financial Services
Job Location
Chennai, Bengaluru, Mumbai and Delhi
Salary
25 - 45 LPA
Employment Type
Full Time
Number of Openings
1
READY TO APPLY?

Interested in Associate Director -Affluent Relations?

Submit your profile and our recruitment team will review your application.

Apply Now