Wealth Manager - Future Leaders Program

About Us

Unien is a premier wealth and asset management group serving high-net-worth and ultra-high-net-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

This is not a typical relationship-manager hire. It is a deliberate, high-investment program designed to take driven early-career professionals and shape them into future leaders of the wealth business.

Over two quarters, selected candidates go through an intensive, in-depth training curriculum, including:

• Masterclasses from industry specialists and academia
• Sessions and mentorship from senior partners
• Practical assignments simulating real client scenarios
• Structured on-the-job training alongside experienced wealth managers

Once trained, we don't leave you to figure out client acquisition alone — the firm actively supports you in building your book, through warm introductions, setting up initial client meetings, and helping you close relationship discussions.

Location: Mumbai · Delhi NCR · Bengaluru · Chennai · Hyderabad · Kolkata

Experience: 3–7 years, with a working understanding of wealth management fundamentals Function

Function: Wealth Management – Client Relationship & Portfolio Advisory

What You'll Do

• Complete the 2-quarter Future Leaders training program, building deep expertise in wealth management fundamentals, products, and advisory frameworks
• Work closely with senior partners and specialists to learn how bespoke wealth solutions are built for HNI/UHNI clients
• Take ownership of client relationships as the firm helps you build your book through warm introductions and supported meetings
• Design and deliver tailored wealth solutions — across investments, estate planning, and allied advisory areas — suited to each client's goals
• Build long-term, trust-based relationships that go beyond transactions
• Selected candidates will transition into full-time role of a Wealth Manager at the end of 6 months training process.

What We're Looking For

Profile

• 3–7 years of professional experience, ideally with early exposure to wealth management, private banking, financial services, or a closely related field
• A good working understanding of the basics of wealth management — products, client servicing, or investment fundamentals
• Based in, or open to relocating to, Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, or Kolkata. Location flexibility may be required.
• Ready to join Unien by end Dec'26 or early Jan'27

Traits We Value

• Integrity — non-negotiable, in every client interaction and decision
• Genuine passion for wealth management and building bespoke client solutions
• A strong blend of IQ and EQ — sharp analytical thinking paired with the emotional intelligence to build trust
• Enthusiasm and a super-eager, coachable attitude toward learning
• High intelligence and the ambition to grow into a leadership role in the wealth industry

Why Join Us

• A rare, structured 6-month investment in your development — not sink-or-swim, but genuinely built to set you up for success
• Direct access to senior partners, industry specialists, and academic experts as mentors
• Active firm support in building your client book from day one of client-facing work
• A clear runway to grow into a senior wealth leadership role within the firm
• A high-performance peer group of fellow future stars, hired and trained together

How to Apply

Share your updated resume at [HIDDEN TEXT] with the subject line Future Leaders Program – Wealth Management. Add a note, not exceeding 300 words, covering - why you are keen and what will make you click, in this role.

At Unien we are an equal opportunity employer and we evaluate candidates on merit, skills, and potential.