Wealth Relationship Manager

Requirements

Wealth Relationship Manager

Key Responsibilities

• Client Relationship Management: Develop and maintain trusted relationships with HNI and Ultra HNI clients by deeply understanding their financial goals, risk appetite, and investment preferences.
• Investment Advisory: Recommend appropriate financial products such as PMS, AIFs, mutual funds, bonds, and fixed-income instruments tailored to individual client portfolios.
• Portfolio Management: Build, review, and manage client portfolios, ensuring alignment with market movements, client goals, and compliance requirements.
• Financial Planning: Create and implement customized financial plans and wealth management strategies, including asset allocation, estate planning, retirement planning, and risk management.
• Market Research & Reporting: Stay updated on market trends, regulatory updates, and economic developments. Share insights and strategic recommendations proactively with clients.
• Collaboration: Work closely with internal teams—investment counselors, tax advisors, legal experts, and estate planners—to provide end-to-end financial solutions.
• Business Growth: Contribute to revenue generation by growing assets under management (AUM), acquiring new HNI clients, and increasing wallet share from existing relationships.
  

Skills And Qualifications

• Bachelor's/Master's degree in Finance, Economics, or Business Administration; MBA preferred.
• Minimum 5+ years of experience in wealth management, investment advisory, or private banking.
• Proven expertise in selling and managing PMS, AIFs, mutual funds, and other investment products.
• Strong command of financial planning, portfolio construction, and investment research.
• Familiarity with CRM systems, financial analysis tools, and portfolio reporting platforms.
• NISM V-A certification is mandatory; additional certifications like CFP, CFA, or IRDA are a plus.
• Excellent communication, interpersonal, and negotiation skills.
• Integrity, discretion, and compliance-oriented work ethic.
• Ability to travel for client meetings and networking.