Relationship Manager - Wealth Management

Job Description

Job Title: Portfolio Management Service (PMS) Manager Department: Wealth / Investment ManagementLocation: Chandigarh, Mohali, Delhi, Gurgaon, Mumbai, AmbalaReports To: Head of Investment / Wealth Management Job Summary: The PMS Manager is responsible for managing and overseeing clients’ investment portfolios under the Portfolio Management Services framework. The role involves designing tailored investment strategies, ensuring regulatory compliance, managing risk, and delivering consistent portfolio performance aligned with client objectives. The manager also coordinates with research, compliance, and sales teams to enhance the client experience and promote the PMS offering. Key Responsibilities: · Portfolio Management & Strategy · Develop, monitor, and rebalance client portfolios based on agreed investment strategies. · Conduct macroeconomic and sectoral analysis to support investment decisions. · Ensure adherence to investment mandates, risk parameters, and asset allocation models. · Evaluate and select securities including equities, debt instruments, and other asset classes. · Monitor portfolio performance and implement tactical changes as needed. · Client Management · Act as the primary contact for high-net-worth clients for all PMS-related matters. · Conduct regular portfolio reviews and performance updates with clients. · Understand client goals, risk appetite, and preferences to ensure portfolio alignment. · Research & Market Intelligence · Collaborate with in-house or external research teams to identify investment opportunities. · Stay updated on market trends, economic data, and regulatory changes. · Generate regular investment insights and reports for internal and external stakeholders. · Compliance & Reporting · Ensure all PMS activities comply with SEBI and other regulatory requirements (India-specific; modify as per region). · Maintain up-to-date records of client investments, transactions, and performance reports. · Work with compliance and legal teams to ensure full regulatory adherence. · Team & Stakeholder Collaboration · Liaise with relationship managers, sales teams, and operations to facilitate client onboarding and servicing. · Mentor junior portfolio analysts and associates as needed. · Coordinate with IT and digital teams to enhance PMS reporting and client interface platforms. Qualifications: · Bachelor’s degree in Finance, Economics, or related field; MBA/CFA/CA preferred. · Minimum 6–10 years of experience in investment management or portfolio advisory, with at least 2–3 years in a PMS or discretionary investment role. · Sound knowledge of capital markets, financial instruments, and portfolio theory. · Proficiency in financial modeling, portfolio analytics, and investment software/tools. · Excellent client communication, analytical, and presentation skills. Key Skills: · Portfolio construction and asset allocation · Investment research and financial analysis · Regulatory and compliance knowledge (SEBI) · Strong interpersonal and client relationship management · Risk management and performance tracking · Team collaboration and leadership Job Types: Full-time, Permanent Pay: ₹700,000.00 - ₹1,500,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: Wealth management: 5 years (Required) Work Location: In person Speak with the employer +91 9878428616