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Relationship Wealth Manager

Relationship Wealth Manager

3 - 8 years

|

1 - 6 Lacs

Jaipur Rajasthan India

Posted:1 day ago| Platform: Foundit logo

Apply

Skills Required

communication Nism Amfi IRDA Interpersonal Advisory

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Wealth Manager

Key Responsibilities:

Manage and grow a portfolio of HNI clients through tailored financial solutions
Conduct regular reviews to assess client needs, goals, and risk tolerance
Cross-sell investment products including mutual funds, insurance, fixed income, and alternative investments
Ensure high levels of customer satisfaction and service quality
Stay updated on financial markets, products, and regulatory changes
Ensure compliance with banking policies and regulatory guidelines

Key Skills:

Strong relationship management and interpersonal skills
In-depth knowledge of wealth management products and financial planning
Excellent communication and advisory skills
Ability to understand and assess financial goals and risk profiles
Sales and target orientation
Certifications like NISM, AMFI, IRDA (preferred)

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SkillLabs

Higher Education

Mohali Punjab

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