Wealth Manager - HNI Clients

ICICI Bank is India's leading private sector bank with a comprehensive portfolio of financial products and services. With over 6,000 branches and 17,000 ATMs, ICICI Bank serves millions of retail and corporate customers.

Join our Wealth Management team to manage high net worth individual (HNI) clients, providing comprehensive investment advisory and wealth solutions. This role involves portfolio management, relationship building, and achieving revenue targets.

• Manage portfolio of 80-100 HNI clients with assets under management exceeding ₹200 Cr
• Provide comprehensive wealth advisory including equity, mutual funds, fixed income, insurance, and tax planning
• Develop customized investment strategies aligned with client risk profiles and financial goals
• Drive revenue growth through cross-selling of banking and investment products
• Build long-term relationships with clients through regular portfolio reviews and market updates
• Ensure compliance with regulatory requirements and internal wealth management policies

• 7+ years of experience in wealth management, private banking, or investment advisory roles
• Proven track record of managing HNI/UHNI clients and achieving revenue targets
• Deep understanding of investment products including equity, debt, mutual funds, PMS, and alternative investments
• Professional certifications such as CFP, NISM, or CFA preferred
• Excellent relationship management and communication skills with ability to engage C-suite clients
• Strong knowledge of financial planning, taxation, and estate planning
• MBA in Finance or related field from premier institutions

• Competitive package between ₹18L – ₹25L per annum with attractive performance incentives
• Work with India's most prestigious HNI clientele in Mumbai's financial hub
• Access to comprehensive product suite and research support from ICICI Bank
• Career advancement opportunities within ICICI Group's wealth management vertical
• Comprehensive benefits including health insurance, retirement plans, and employee banking privileges

This opening is not listed on any public job portal. It is a verified internal opportunity exclusively accessible through the website careerjump.co.in and directly apply to this job role. They also have similar job openings posted daily on their website. You can also join their WhatsApp Community for daily updates on verified internal job openings.