Relationship Manager / Wealth Manager

Position Overview

Relationship Manager / Wealth Manager

Key Responsibilities

• Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and objectives.
• Provide tailored investment advice and wealth management solutions, including mutual funds, securities, and share market investments.
• Conduct regular portfolio reviews and performance analysis to ensure alignment with clients' financial aspirations.
• Identify and acquire new HNI clients through effective networking and sales strategies.
• Stay updated on market trends and investment opportunities to provide informed recommendations to clients.
• Collaborate with internal teams to deliver comprehensive financial services and solutions.
• Ensure compliance with regulatory requirements and company policies in all client interactions.

Qualifications

The ideal candidate will possess the following qualifications:

• A minimum of

  2 to 7 years

  of relevant work experience in wealth management or financial services.
• Proven track record in HNI sales and client acquisition.
• Strong knowledge of investment products, including PMS, mutual funds, and securities.
• Excellent communication and interpersonal skills to build rapport with clients.
• Ability to analyze financial data and market trends to make informed investment decisions.
• Strong organizational skills and attention to detail.
• Willingness to work on-site in a day schedule.

10 positions