Wealth Relationship Manager

Role Description

This is a full-time on-site role for a Wealth Relationship Manager located in Ahmedabad

The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage.

Key Responsibilities

• Client Acquisition & Planning:

  Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles.

• Portfolio Analysis:

  Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices.

• Asset Allocation Strategy:

  Analyze client information and design optimal asset allocation strategies suited to individual requirements.

• Ongoing Advisory:

  Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments.

• Cross-Selling & Relationship Management:

  Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs.

• Risk Profiling & Guidance:

  Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses.

• Comprehensive Reviews:

  Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations.

• Knowledge Application:

  Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions.

Qualifications & Skills

• Bachelor’s degree in Finance, Business, or a related field.
• Previous experience in Private Wealth Management or Financial Services preferred.
• Professional certifications such as

  CFP, CWM, or CFA

  will be considered a strong advantage.
• Excellent interpersonal and communication skills.
• Strong analytical, organizational, and problem-solving abilities.
• High attention to detail and ability to manage sensitive client information with discretion.
• Proficiency in Microsoft Excel and PowerPoint.