Senior Relationship Manager - Wealth - Up To 48 LPA

Job Description: Senior Relationship Manager Wealth (Affluent Customers)

Standard Chartered Bank, India

Key Responsibilities

• Client Relationship Management

• Build and maintain long-term relationships with affluent clients.
• Understand clients financial needs and aspirations to provide tailored investment solutions.
• Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention.

• Wealth Advisory & Portfolio Management

• Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions.
• Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals.
• Partner with internal specialists (Investment Advisors, Treasury Experts, Insurance Guides) to deliver comprehensive solutions.

• Business Development

• Acquire new affluent clients through networking, referrals, and market intelligence.
• Identify opportunities to cross-sell and up-sell banking products and services.
• Drive business growth by increasing Assets Under Management (AUM) and Total Relationship Value (TRV).

• Compliance & Risk Management

• Ensure all activities comply with regulatory requirements and internal policies.
• Maintain high standards of documentation, due diligence, and risk assessment.

• Market Awareness

• Stay updated on market trends, new product offerings, and regulatory changes.
• Share investment ideas and market updates with clients to support informed decision-making.

Skills & Qualifications

• Proven experience in managing affluent or high-net-worth clients in wealth management or private banking.
• Strong knowledge of financial products, investment advisory, and portfolio management.
• Excellent communication, interpersonal, and relationship-building skills.
• Ability to work collaboratively with internal teams and external partners.
• Bachelor’s degree (minimum); relevant certifications in wealth management or financial advisory are preferred.

Benefits & Career Development

• Access to personalized training and development programs, including the SC Wealth Academy in partnership with INSEAD.
• Opportunity to work with a diverse, international team and advance within the bank’s affluent and wealth segments.
• Competitive salary, structured incentive plans, and comprehensive benefits package (including retirement, medical, and wellbeing support)