Jobs
Interviews

Private wealth Relationship Manager

19 - 23 years

0 Lacs

chandigarh

Posted:15 hours ago| Platform: Shine logo

Apply

Skills Required

management negotiation presentation wealth communication affluent relationships collaboratively fast-paced autonomously strong setting. growing work particularly aifs to success with a abilities. within proven products clients. excellent managing expertise capability pms. in

Work Mode

On-site

Job Type

Full Time

Job Description

Industry: Financial Services (Broking)

Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - OtherEmployment Type: Full-Time, Permanent

Role Overview

The position requires building and nurturing strong relationships with high-net-worth clients to understand their financial aspirations and provide tailored wealth management solutions. The role focuses on advising clients across a range of investment products, ensuring their portfolios align with their goals and risk tolerance, while driving business growth through new client acquisition and cross-selling.

Key Responsibilities

  • Develop and sustain trusted relationships with high-net-worth individuals by comprehending their financial goals.
  • Deliver customized financial advice and wealth management strategies that align with clients needs and risk profiles.
  • Conduct periodic portfolio assessments and performance reviews to ensure clients investments remain on track.
  • Exhibit in-depth knowledge of wealth management offerings including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds, Insurance, and Equity products.
  • Educate clients about product features, benefits, and associated risks to support informed investment decisions.
  • Suggest appropriate investment solutions and strategies tailored to individual client preferences and risk appetite.
  • Identify and pursue new business prospects through networking and referrals to expand the client base.
  • Drive revenue growth by cross-selling a broad range of wealth management services to existing clients.
  • Perform detailed due diligence on investment products and service providers to manage and mitigate risks effectively.
  • Maintain accurate and compliant records of client interactions and transactions.

Required Skills & Qualifications

  • Strong expertise in wealth management products, particularly AIFs and PMS.
  • Proven success in managing and growing relationships with affluent clients.
  • Excellent communication, presentation, and negotiation abilities.
  • Capability to work autonomously and collaboratively within a fast-paced setting.
  • Relevant regulatory certifications such as AMFI or NISM are preferred.

Education

  • Undergraduate degree in any discipline.

More Jobs at Shine.com Hiring For ICICI Securities

Private wealth Relationship Manager

chandigarh

19.0 - 23.0 yrs
|

INR 0 - 0 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store
coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Shine.com Hiring For ICICI Securities

RecommendedJobs for You

Private wealth Relationship Manager

Shine.com Hiring For ICICI Securities

chandigarh

ICICI Securities logo

Private wealth Relationship Manager

ICICI Securities

bhubaneswar, chandigarh, mumbai (all areas)

Private wealth Relationship Manager

Shine.com Hiring For ICICI Securities

chandigarh