Head of Wealth Management

4 days ago

Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Job Description –
Head of wealth and Relationship Management (Liquide Black)

Location:
Bangalore

Company: Liquide

Industry:
Fintech | Wealth Advisory | Investments

About Liquide Black -
Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment advisory, combining human expertise with AI driven insights. We are seeking a Head of Wealth/Relationship Management to lead and scale our wealth advisory vertical, manage senior client relationships, and build a high-performing team of Relationship Managers (RMs).

Key Responsibilities

  • Leadership & Team Management *
  • Build, mentor, and lead a team of high-performing Relationship Managers.
  • Drive training and upskilling on financial planning, client engagement, and advisory solutions.
  • Define and track KPIs (client NPS, renewal rates, engagement frequency, satisfaction scores).

Client Engagement & Advisory

  • Engage and build trusted relationships with HNIs and UHNWIs (CXOs, entrepreneurs, family offices).
  • Understand client needs, perform financial goal-mapping, and deliver tailored wealth solutions.
  • Provide proactive strategies and Plan B options during underperformance cycles.
  • Represent Liquide Black at client events, conclaves, and webinars. Strategy & Business Growth
  • Develop structured client engagement models (portfolio reviews, proactive insights, event-based touchpoints).
  • Enhance client satisfaction, engagement, and subscription renewals.
  • Identify upselling and cross-selling opportunities across wealth products.
  • Align client needs with Liquide Black's holistic premium advisory proposition.

Industry & Product Knowledge

  • Stay updated on equity markets, mutual funds, PMS, AIFs, bonds, insurance, estate planning, taxation, and alternative investments.
  • Work closely with research and advisory teams to deliver high-quality insights.
  • Ensure compliance with SEBI and other regulatory requirements.

Qualifications & Experience

  • 10+ years of experience in Wealth Management, Private Banking, or Financial Advisory.
  • Minimum 3–4 years in a leadership role managing Relationship Managers.
  • Proven track record of engaging HNI/UHNI clients and driving subscription renewals.
  • Strong exposure to financial products: equity, mutual funds, PMS, AIFs, bonds, insurance, estate/tax planning, and alternative assets.

Preferred certifications:
MBA / CA / CFA / CFP. (SEBI RIA Certification is plus) Key Skills & Attributes

  1. Strong relationship-building and client engagement skills.

  2. Strategic thinker with commercial acumen and a data-driven mindset.

  3. Excellent communication and presentation skills.

  4. High ethical standards and ability to maintain discretion with client portfolios.

  5. Entrepreneurial mindset with experience in scaling businesses. 6. Comfortable using technology and AI-driven tools for client engagement.

Why Join Us?

  1. Be part of a fast-growing fintech startup redefining wealth management.

  2. Lead the development of a premium advisory model for India's most sophisticated investors.

  3. Opportunity to scale a team and build a high-touch wealth business from the ground up

  • Wealth Management Associate

    1 week ago

    Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 3,00,000 per year

    Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...

  • Walkin Drive For Wealth Advisor-Retail Sales

    2 weeks ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role & responsibilities• Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size• Identify fitment of Wealth Advisory products matching the clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...

  • Wealth Management Advisor

    6 hours ago

    Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

  • Head of Business Development

    1 week ago

    Bengaluru, Karnataka, India Dream Wealth Realty LLP Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionDream Wealth Realty is a full-service real estate marketing company committed to being a profitable leader in residential, retail, and commercial real estate. We aim to serve our customers' needs and consistently produce developments that add long-term value to the community. Our company culture values flexibility, entrepreneurship,...

  • Wealth Advisory

    2 weeks ago

    Bengaluru, Karnataka, India Paramount HR Full time ₹ 3,60,000 - ₹ 5,40,000 per year

    Role - Wealth Advisory Sales / Equity SalesRetail Wealth Advisory is a person who is bestowed with the responsibility of wealth creationfor clients to wish to create wealth using disciplined ways of investingin equities. The SWC/SSWC is responsible for interactions withpotential customers over connections for most part of his/her day forpitching companys...

  • Product Manager

    4 days ago

    Bengaluru, Karnataka, India Neo Wealth and Asset Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Building the Future of Wealth & Asset ManagementAt Neo, we're not buildinganotherfinancial platform. We're building thefuture of wealth and investing in IndiaAI-native, proactive, and designed for speed and trust. Whether it's trading, wealth reporting, onboarding, or advisory, our systems act like athinking partnerthat anticipates needs, surfaces insights,...

  • Zonal Head

    1 week ago

    Bengaluru, Karnataka, India Iinsight Consulting Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role & responsibilitiesJob Purpose:Responsible for developing effective wealth management strategies. Leading the team of Regional heads to meet the top and bottom-line target achievements for the vertical. Manage relationship with external and internal stakeholders to achieve the business strategies. The ideal candidate will be a dynamic leader with a...

  • Wealth Advisor

    1 week ago

    Bengaluru, Karnataka, India Global Hr Services Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory...

  • Premier Wealth Manager

    4 hours ago

    Bengaluru, Karnataka, India Aarna HR Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company Description Greetings Aarna HR Solutions is a Human Resource Recruitment Company providing services to Various IT, ITES and Non- IT companies across India. Aarna HR Solutions strive towards hiring the best and the brightest talent in the industry. We hire individuals with a strong sense of pride in their performance, team spirit, and a desireWe have...

  • Relationship Manager-WEALTH MANAGEMENT-Relationship Manager

    2 days ago

    Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    DescriptionKotak Wealth Management:The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.The Kotak client base ranges from...