Vice President/Senior Vice President/Director - Senior Wealth Relationship Manager

Description:

Role Summary

- We are looking for an experienced Senior Wealth Relationship Manager to handle and grow a portfolio of HNI/UHNI clients by providing comprehensive wealth management and investment advisory services. The role focuses on deepening client relationships and driving AUM growth.

Key Responsibilities

- Manage and grow a portfolio of HNI/UHNI clients

- Provide customized investment and wealth management solutions

- Acquire new clients through referrals, networking, and existing relationships

- Maintain strong client relationships through regular meetings & reviews

- Achieve individual revenue and AUM targets

- Stay updated on market trends and investment strategies

- Coordinate with internal investment/product teams

- Ensure compliance and documentation as per regulatory requirements