Relationship Manager - Wealth Management

Job Description

Key Responsibilities: Client Acquisition and Relationship Management: Identifying, acquiring, and developing relationships with new high-net-worth clients. Portfolio Management: Monitoring and managing clients' investment portfolios, making adjustments as needed, and ensuring they align with client goals and risk tolerance. Financial Planning and Advice: Assessing clients' financial situations, developing personalized investment strategies, and providing ongoing advice to optimize their wealth. Key Skills: Strong interpersonal and communication skills. Excellent knowledge of financial markets, investment products, and financial planning principles. Proven ability to build and maintain client relationships. Sales and business development skills. Ability to work independently and as part of a team. Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹50,000.00 per month Benefits: Cell phone reimbursement Supplemental Pay: Performance bonus Yearly bonus Work Location: In person Application Deadline: 01/07/2025 Expected Start Date: 01/07/2025