Relationship Wealth Manager - Bank

About the Company:

Nexedge Capital is a fast-growing asset and wealth management start-up focused on providing innovative investment solutions and personalized financial strategies. Our mission is to empower clients by managing their wealth efficiently and delivering high-quality financial services. Join us to be part of a dynamic team shaping the future of asset management.

About the Role:

We are seeking a highly motivated and client-focused Relationship Wealth Manager to join our dynamic Wealth and Asset Management team. The ideal candidate will be responsible for managing high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs), delivering customized financial solutions, and building long-term relationships to drive business growth.

Key Responsibilities:

- Develop and manage a portfolio of HNI and UHNI clients, providing tailored investment and financial planning solutions.

- Conduct comprehensive financial needs analysis and risk profiling to recommend suitable wealth management products.

- Achieve business targets through cross-selling of investment products, insurance, loans, and other financial instruments.

- Maintain ongoing communication with clients to review portfolios and update them on market trends and opportunities.

- Ensure compliance with all regulatory guidelines and internal policies.

- Collaborate with internal teams (research, product, compliance) to ensure smooth client servicing and onboarding.

- Attend networking events and leverage market intelligence to acquire new clients.

- Keep abreast of industry trends, new products, and regulatory changes.

Job Specifications: Candidate with following qualification / Experience only need apply:

- MBS or a related qualification.

- Minimum 10 years of experience in wealth management, financial advisory, or related areas.

- A 5 years stable candidate in last job is preferred.

- For Metro Citi should have managed INR 500 Cr. AUM size; For Mini Metro Citi the AUM managed should be INR 300 Cr.; And for Small Cities the managed AUM size should be INR 200 Cr.

- Proven track record in client acquisition, portfolio management, and revenue generation.

- Proven track record of managing HNI clients and achieving business targets.

- Excellent communication, interpersonal, and negotiation skills, Expert in Managing Documentation.

- Local market knowledge in the regions mentioned.

- Proven track record in managing B2C line of business.

Skills:

Technical Skills:

- Knowledge of investment products: mutual funds, PMS, AIFs, insurance, fixed income, equities, etc.

- Expert in MS Office and CRM systems.

Soft Skills:

- Strong interpersonal and communication skills

- High emotional intelligence and client-centric mindset

- Strong analytical and problem-solving abilities

- Ability to work independently in a performance-driven environment