Team Lead/Relationship Manager - Emerging Wealth Advisory Firm

About the Role:

We are looking for a seasoned Relationship Manager to join an Emerging Wealth Advisory firm. The role involves managing UHNI/HNI client relationships, providing investment advisory, coordinating with internal product and research teams, and ensuring exceptional service delivery.

Key Responsibilities:

Client Relationship Management

- Manage and grow relationships with HNI/UHNI families and senior corporate professionals.

- Understand client goals, risk appetite, and long-term financial objectives.

- Act as a single point of contact for all client queries, reviews, and reporting.

Investment Advisory:

- Provide advisory across asset classes: Equity, Debt, PMS, AIFs, Structured Products, Global Investments, Alternatives, Mutual Funds, Insurance, Estate Planning solutions, etc.

- Collaborate with the internal investment team to create customised investment portfolios.

- Conduct periodic portfolio reviews and performance updates with clients.

Business Development:

- Identify cross-selling and up-selling opportunities within existing clients.

- Acquire new clients through referrals, networking, and market connects.

- Coordinate with the business strategy team for client acquisition initiatives.

Client Servicing & Reporting:

- Deliver high-quality service through timely resolutions, portfolio insights, and market updates.

- Support clients with succession planning, family governance, and wealth structuring needs (in coordination with internal experts).

- Prepare client presentations and quarterly investment reviews.

Required Skills & Experience:

- 3-10 years of experience in Wealth Management, Private Banking, Investment Advisory, PMS/AIF distribution, or multi-family office roles.

- Strong understanding of financial products, risk profiling, asset allocation and markets.

- Excellent communication, client engagement, and relationship-building skills.

- Ability to handle UHNI/HNI clients with maturity, confidentiality and professionalism.

- Proven ability to acquire and manage clients at scale.