Senior Wealth Manager - HNI Segment

ICICI Bank is India's second-largest private sector bank with a comprehensive portfolio of financial products and services. The bank's wealth management division caters to high net worth individuals and ultra-high net worth clients with customized investment solutions and advisory services. ICICI Bank is recognized for its digital innovation, customer service excellence, and robust wealth management capabilities across equities, mutual funds, fixed income, and alternative investments.

The Senior Wealth Manager will manage a portfolio of high net worth clients with assets under management exceeding ₹100 crore, providing personalized wealth advisory and investment solutions. This role requires deep expertise in financial planning, portfolio management, and relationship building with affluent clients. The position offers significant earning potential through performance incentives and the opportunity to work with India's wealthiest individuals and families.

• Manage and grow a portfolio of HNI clients with focus on asset mobilization, investment advisory, and comprehensive wealth planning
• Develop customized investment strategies aligned with client risk profiles, financial goals, and tax optimization requirements
• Provide advisory on diversified asset classes including equity, debt, mutual funds, structured products, insurance, and alternative investments
• Achieve revenue targets through advisory fees, transaction income, and cross-selling of banking and wealth products
• Build long-term trusted relationships with clients and their families, conducting regular portfolio reviews and market updates
• Collaborate with product, research, and compliance teams to deliver best-in-class wealth solutions and maintain regulatory adherence

• 9-14 years of experience in wealth management, private banking, or investment advisory roles with proven HNI client handling
• Strong track record of managing high-value portfolios (₹50+ crore AUM) and achieving revenue targets consistently
• Deep knowledge of financial products including equities, mutual funds, bonds, PMS, AIFs, insurance, and estate planning
• Professional certifications such as CFP, CFA, NISM, or equivalent qualifications are highly desirable
• Excellent relationship management, communication, and networking skills with ability to engage with ultra-wealthy clients
• Strong analytical abilities with proficiency in financial planning tools and market research platforms
• MBA in Finance or CA/CFA qualification preferred with understanding of tax laws and wealth structuring

• Competitive package between ₹20L – ₹26L per annum with attractive performance-linked incentives
• Manage high-value client portfolios and be part of ICICI Bank's elite wealth management vertical
• Work with sophisticated HNI clients and deliver impactful financial solutions that create generational wealth
• Hybrid work model enabling client meetings and flexible office engagement
• Access to comprehensive product suite, research capabilities, and continuous learning opportunities in wealth management

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