UHNI Sr rm

As a full-time on-site UHNI Senior Relationship Manager at Incred Wealth in Bengaluru, your primary responsibility will be to manage and enhance relationships with Ultra High Net Worth Individuals (UHNIs). This involves offering personalized wealth management services, providing financial advice, and devising strategies for the growth of client portfolios. To excel in this role, you must possess proven expertise in wealth management, financial planning, or similar fields. A strong understanding of investment products, financial markets, and regulatory requirements is essential. Your success will also depend on your exceptional communication skills, both verbal and written, and your ability to foster and sustain robust client relationships. Having a professional certification such as CFP, CFA, or an equivalent qualification will be beneficial. Additionally, a Bachelor's degree in Finance, Business Administration, or a related field is required to meet the educational qualifications for this position. If you are passionate about providing top-notch financial services, adept at navigating the complexities of wealth management, and enjoy working closely with high net worth clients, then this role is an exciting opportunity for you to further your career in the finance industry.,