Associate Vice President - Wealth Relationship Manager

About the Role

Join a leading multinational bank to manage and grow relationships with high-net-worth clients. As a wealth Relationship Manager, you will be the single point of contact for your clients-providing wealth management, investment, and lending solutions tailored to their needs.

Key Responsibilities:

- Grow & Manage Portfolio

- Handle a portfolio of Premier clients .

- Build strong, long-term client relationships.

- Acquire new clients through networking and referrals.

- Deliver Exceptional Client Experience

- Understand clients' financial goals and provide tailored solutions.

- Conduct regular portfolio reviews to ensure needs are met.

- Act as a trusted advisor in all wealth management matters.

- Ensure Compliance & Risk Management

- Adhere to all regulatory guidelines and internal policies.

- Monitor transactions for AML/sanction compliance.

- Maintain accurate and up-to-date client records.

What We're Looking For

- Education: Bachelor's degree (mandatory)

- Experience: 5-8 years in relationship management with HNI clients

Skills:

- Proven sales track record in wealth products (insurance, investments, lending)

- Strong communication, networking & influencing skills

- Deep understanding of financial planning & portfolio management

- Certifications: IRDA & AMFI (mandatory)

Why Join Us?

- Apportunity to work with a leading global bank and elite clients.

- Competitive rewards & performance-based incentives.

- Clear career progression within wealth management.