Relationship Manager - Wealth Management Vanguard consulting

5.0 - 9.0 years

0 Lacs

karnataka

On-site

As a Manager / Senior Manager in Wealth Management (AUM) located in Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai on a Full-Time basis, you will be an integral part of our team, bringing your extensive experience and expertise to cater to high-net-worth clients. Your primary responsibility will involve managing and growing a substantial client portfolio with Assets Under Management ranging from - 20 Crore to - 100 Crore. This role presents a unique opportunity to offer tailored financial solutions to HNIs using a comprehensive platform and resources. Your key responsibilities will include building and nurturing long-term relationships with high-net-worth individuals, conducting thorough financial needs analysis, designing personalized wealth management strategies, and constructing diversified investment portfolios. Additionally, you will provide expert advice on market opportunities, offer holistic financial planning services, identify new business prospects, and ensure compliance with regulatory standards and internal policies. You are expected to demonstrate your proficiency in acquiring and retaining high-net-worth clients, exceeding AUM growth targets, possessing in-depth financial expertise, and communicating complex financial concepts effectively. Your ability to build strong relationships, adhere to ethical standards, drive results, and maintain a proactive approach towards client needs will be crucial for success in this role. If you are a motivated and target-driven professional with a passion for delivering client-focused financial solutions, we encourage you to apply for this opportunity and become a part of our dynamic team. This role offers a flexible schedule, paid sick time, and Provident Fund benefits. This is a Full-Time position that requires in-person work. To apply, please send your resume to Priya1@vanguardhrconsulting.com.,

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