Wealth Relationship Manager | HNW

Waytogo Consultants

0 years

0 Lacs

ludhiana punjab india

Posted:3 days ago| Platform:

Apply

Skills Required

engagement portfolio risk research drive compliance service onboarding support

Work Mode

On-site

Job Type

Full Time

Job Description

Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.
Develop strong relationships with clients through a consultative approach and customized investment strategies.
Ensure consistent client engagement and portfolio reviews to strengthen wallet share.
Understand clients’ financial goals, risk appetite, and investment preferences to recommend suitable wealth solutions.
Offer a full suite of banking and investment products — including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Life/General Insurance.
Liaise with product and research teams to deliver superior advisory outcomes.
Achieve acquisition, AUM, and revenue targets across investment and banking products.
Drive fee-based income through advisory and transaction-led business.
Maintain a healthy client mix and portfolio diversification.
Ensure adherence to all internal policies, regulatory, and compliance guidelines.
Maintain high ethical standards and client confidentiality at all times.
Complete KYC and due diligence requirements as per bank norms.
Work closely with product, operations, and service teams to ensure seamless client onboarding and service delivery.
Support cross-functional initiatives for enhancing the private banking franchise.

More Jobs at Waytogo Consultants

Wealth Circle Head Banking

Surat, Vadodara

10 - 20 yrs

INR 20 - 35 Lacs

Private Wealth Manager / Leader

Hyderabad, Chennai, Bengaluru

5 - 10 yrs

INR 20 - 35 Lacs

Large Corporate - Working Capital Manager

Noida, Gurugram, Delhi / NCR

2 - 7 yrs

INR 9 - 16 Lacs

Compliance- MF / PMS / AIF

Mumbai, Navi Mumbai, Mumbai (All Areas)

8 - 13 yrs

INR 15 - 27 Lacs

Area Manager- Wealth RM

Mumbai, Navi Mumbai, Mumbai (All Areas)

7.0 - 12.0 yrs

INR 12 - 22 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.