Wealth Manager

About the Role

Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment

Responsibilities

• Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.
• Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings.
• Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals.
• Drive business development through client referrals and proactive outreach, consistently achieving assigned targets.
• Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning.
• Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines.

Qualifications

• Bachelor’s/ Master’s degree in Finance, Economics, Business Administration, or a related discipline.

Required Skills

• Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele.
• In-depth understanding of financial products, market trends, and portfolio management strategies.
• Strong interpersonal skills with the ability to engage high-value clients effectively.
• Demonstrated ability to analyse client needs and provide timely, tailored investment solutions.