Wealth relationship manager

This role is for one of the Weekday's clients

Salary range: Rs 600000 - Rs 1100000 (ie INR 6-11 LPA)

Requirements

Key Objectives:

• Assist senior investment advisors and business heads in implementing effective investment strategies.
• Establish and maintain trusted relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
• Conduct detailed financial assessments to evaluate current financial standing and identify growth opportunities.
• Develop and implement customized financial plans aligned with client-specific goals and risk profiles.
• Recommend appropriate investment options, including equities, bonds, mutual funds, PMS, AIFs, and other instruments based on in-depth market research.
• Regularly monitor and review client portfolios, making necessary adjustments to reflect changes in market conditions or client needs.
• Provide consistent financial advice and proactive solutions to support long-term wealth growth.
• Collaborate with internal specialists (tax, legal, estate planning) to offer holistic financial solutions.
• Contribute to the organization's financial objectives through effective financial planning and client engagement.
• Keep abreast of economic trends, market updates, and regulatory developments to offer timely and relevant financial guidance.
  

Qualifications & Experience:

• MBA or Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
• 5 to 8 years of experience in wealth management or financial advisory services.
• Solid understanding of financial markets, portfolio management, and investment products.
• Skilled in financial analysis tools, portfolio management systems, CRM platforms, and the MS Office suite.
• Proven ability to build and maintain relationships with HNI clients.
• Strong analytical and problem-solving capabilities with a performance-driven approach.
• Exceptional communication skills to articulate complex financial concepts in a client-friendly manner.
• Ethical, trustworthy, and compliant with industry regulations and best practices.
• NISM V-A certification is mandatory.
• Additional certifications like CFP, PMS, or IRDA are highly desirable.
  

Key Skills:

• Wealth Management
• Financial Planning
• HNI Client Relationship
• PMS & AIF Advisory
• Mutual Funds & Investment Products
• Portfolio Management
• Risk Assessment
• Client Servicing