Relationship Manager - Wealth Management

Relationship Manager Wealth

Job Opportunity: Relationship Manager - Wealth

Location:- Pune

Reporting to:- Area Manager / Regional Head

About Us:- At [Company Name], we specialize in catering to the financial needs of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI). As a leading player in the wealth management industry, we are committed to empowering our clients to achieve their financial aspirations through strategic planning and tailored investment solutions.

Job Role:- As a Wealth Relationship Manager with [Company Name], you will play a pivotal role in delivering personalized financial strategies to our esteemed clientele. Your primary responsibility will be to understand and address the unique banking and investment requirements of our HNI and UHNI clients, guiding them towards their financial goals through expert portfolio analysis and recommending bespoke investment products.

Key Responsibilities:

- Forge and nurture robust relationships with clients, driving business growth and referrals to surpass sales targets.

- Offer a comprehensive suite of financial products including mutual funds, life & health insurance, and other structured wealth and financial solutions.

- Expertly manage and evaluate client portfolios, prioritizing client servicing and ethical advisory alongside premium client acquisition.

- Provide expert consultancy on Financial Planning encompassing Retirement Planning, Tax Planning, and Goal-based Investing, among others.

- Continuously monitor investment performance, conducting regular portfolio rebalancing to align with clients' evolving objectives.

Required Skills and Qualifications:

- A minimum of 3 years' experience in wealth management or financial services, demonstrating expertise in crafting and implementing financial plans and managing investments.

- Deep understanding of financial markets, investment products, and wealth management principles.

- Proficiency in financial analysis tools, portfolio management software, CRM systems, and MS Office suite.

- Exceptional interpersonal skills with a knack for building trust and rapport with clients.

- Strong analytical prowess, coupled with quick decision-making abilities and a results-driven mindset.

- Outstanding verbal and written communication skills for effectively conveying complex financial concepts to clients.

- Commitment to integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Preferred Skills and Qualifications:

- A master's degree in management, finance, economics, or a related field.

- Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent.

- Familiarity with Indian tax laws, regulations, and financial planning strategies specific to the Indian market.

- Proven track record of achieving sales targets and cultivating a successful client portfolio.

- Ability to innovate financial solutions and manage multiple projects concurrently with aplomb.

Join [Company Name] and embark on a rewarding journey of empowering clients to realize their financial dreams while achieving personal and professional growth. Apply now to become a part of our dynamic team!