Relationship Manager - Wealth Management - Bank

Description:

- Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.

- Acquire and advise HNI / UHNI clients across multiple asset classes including Equities, Debt, Mutual Funds, Alternate Investments, PMS, and AIFs.

- Advise clients, in coordination with in-house experts, on Corporate Finance, M&A, Private Equity, and other strategic investment opportunities.

- Manage complete client investment portfolios with a strong focus on asset allocation, wealth preservation, and family wealth management.

- Build and manage strong client relationships while driving AUM growth from preferred and HNI client segments.

- Coordinate closely with Product and Research teams to deliver suitable investment recommendations as per clients financial requirements and risk profiles.

- Strong understanding of Equities (mandatory), Mutual Funds, Tax Planning, Financial Planning, Profiling, Fixed Income products, and Exotic / Structured products.

- Prior experience in advising clients across multiple asset classes and investment products.

- Candidates must have experience working in a Private Banking / Wealth Management setup as Relationship Managers or Wealth Advisors.