Private Wealth | Relationship Manager

Waytogo Consultants

0 years

0 Lacs

hyderabad telangana india

Posted:21 hours ago| Platform:

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Skills Required

mapping portfolio management planning compliance documentation risk profiling

Work Mode

On-site

Job Type

Full Time

Job Description

Acquire new HNI / UHNI clients through referrals, market mapping, and professional networks.
Manage and deepen existing client relationships with a portfolio-based approach.
Act as a single point of contact for clients’ banking and investment needs.
Provide tailored wealth management solutions including:
Mutual Funds, PMS, AIFs
Bonds, Fixed Income & Structured Products
Insurance (Life, Health, General)
Global Investment Products (as permitted)
Conduct detailed financial planning, asset allocation, and portfolio reviews.
Collaborate with product specialists and investment advisors to deliver customized solutions.
Achieve AUM, fee income, CASA, and cross-sell targets.
Increase wallet share through advisory-led selling.
Monitor portfolio performance and proactively identify opportunities.
Ensure full compliance with KYC, AML, FATCA, CRS, and internal policies.
Maintain documentation and conduct periodic client reviews.
Adhere to suitability and risk profiling norms.
Work closely with internal teams such as:
Investment Advisory
Treasury
Credit & Trade (if applicable)
Operations & Compliance
Liaise with external partners, PMS/AIF fund managers, and insurers.

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