Wealth Relationship Manager

As a Wealth Relationship Manager at a reputed company in India, your role will involve: - Building and maintaining strong, long-term relationships with a portfolio of high-net-worth clients. - Understanding clients" financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. - Conducting regular portfolio reviews and recommending adjustments based on market conditions and client needs. - Working closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. - Proactively identifying new business opportunities through referrals, networking, and cross-selling. - Staying updated on market trends, financial products, and regulatory changes to provide up-to-date advice. - Ensuring compliance with regulatory and internal risk management policies. - Preparing and presenting periodic performance reports to clients. - Achieving sales and revenue targets as set by the business. Qualifications required for this role include: - Strong understanding of financial markets, investment products, and wealth management. - Excellent communication and interpersonal skills. - Ability to work effectively in a team environment. - Relevant experience in wealth management or financial advisory services. - Certification such as CFP, CFA, or equivalent would be an advantage. If you are interested in this opportunity, please send your resume to alina@nayaconnect.com.,