Wealth Manager/Relationship Manager - Wealth Management Firm
Posted 1 month ago
Posted 1 month ago
Wealth Manager / Relationship Manager for a leading Wealth Management company
Job Description:
I am looking for a wealth manager with a leading wealth management company who are handling HNI, UHNI, Family Office for Pan India Location
Role: Wealth Manager
Functional Responsibilities:
- Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.
- Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings.
- Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial goals.
- Drive business development through client referrals and proactive outreach, consistently achieving assigned targets.
- Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning.
- Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines.
Qualifications:
- Bachelor's/ Master's degree in Finance, Economics, Business Administration, or a related discipline.
Candidate Requirements:
- Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele.
- In-depth understanding of financial products, market trends, and portfolio management strategies.
- Strong interpersonal skills with the ability to engage high-value clients effectively.
- Demonstrated ability to analyse client needs and provide timely, tailored investment solutions.
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