Wealth RM

V Konnect

3 - 8 years

4 - 8 Lacs

Mumbai Maharashtra India

Posted:1 month ago| Platform: Foundit logo

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Skills Required

Financial Analysis Portfolio Management Client Relationship investment strategies Risk Assessment Market Research Regulatory Compliance

Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a Wealth Relationship Manager (RM) to join our team in India. The ideal candidate will have a strong background in wealth management and a passion for helping clients achieve their financial goals. You will be responsible for managing a portfolio of high-net-worth clients and providing personalized investment advice.

Responsibilities

Develop and manage a portfolio of high-net-worth clients.
Provide personalized financial advice and investment strategies to clients.
Conduct regular reviews of client portfolios and recommend adjustments as needed.
Stay updated on market trends and investment opportunities.
Build and maintain strong relationships with clients to ensure high levels of satisfaction and retention.
Collaborate with other departments to deliver comprehensive financial services.

Skills and Qualifications

Bachelor's degree in Finance, Business Administration, or a related field.
3-8 years of experience in wealth management or financial advisory roles.
Strong understanding of investment products and financial markets.
Excellent communication and interpersonal skills.
Proficiency in financial planning software and CRM systems.
Ability to analyze financial data and market trends.
Strong client relationship management skills.

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