Ortus Global - Private Wealth Relationship Manager

Private Wealth Relationship Manager

Key Responsibilities:

- Manage, deepen, and grow relationships with Ultra-HNI / HNI clients.

- Offer comprehensive wealth management and investment advisory solutions across asset classes (Equity, PMS, AIF, Mutual Funds, Bonds, Insurance, Structured Products, etc.).

- Conduct regular portfolio reviews and suggest rebalancing strategies aligned with clients' risk profiles and financial goals.

- Acquire new clients through networking, referrals, and business development activities.

- Ensure compliance with regulatory guidelines and internal policies.

- Achieve business objectives including AUM growth, revenue targets, and client satisfaction.

Desired Candidate Profile:

- Graduate / Postgraduate / MBA in Finance, Marketing, or related fields.

- 7-15 years of relevant experience in Wealth Management, Private Banking, or Investment Advisory.

- Strong track record of managing Ultra-HNI / HNI client portfolios.

- In-depth knowledge of financial markets, products, and regulations.

- Exceptional relationship management, communication, and networking skills.

- Relevant certifications (NISM, CFP, CFA, etc.) preferred.

- Current experience in the same field.