Wealth Manager - Partner Client Relations

About the Role:

We are looking for an experienced and client-focused professional for the position of Partner Client Relations / Senior Partner Client Relations within the Wealth HNI & CTS business.

The role will be responsible for managing and developing relationships with High Net Worth Individuals (HNIs), affluent clients, and strategic partners, understanding their financial requirements, and ensuring a high-quality wealth management experience.

Key Responsibilities:

- Manage and develop relationships with HNI and affluent clients.

- Act as the primary point of contact for assigned clients and partners.

- Understand clients' financial objectives, investment preferences, risk appetite, and liquidity requirements.

- Develop long-term relationships based on trust, transparency, and service quality.

- Develop and maintain strong relationships with strategic partners and intermediaries.

- Achieve assigned revenue, AUM, and business targets.

- Cross-sell and up-sell appropriate wealth management and investment solutions.

- Monitor client portfolios and investment performance.

- Ensure all client interactions and transactions comply with applicable regulatory and internal policies.

Candidate Profile:

- 5-7 years of relevant experience in Wealth Management, Private Banking, HNI Relationship Management, Investment Advisory, or a related financial services role.

- Master's degree in Finance / MBA Finance or equivalent qualification.

- Proven track record in client acquisition and relationship management.

- Strong understanding of investment and wealth management products.

- Excellent communication and interpersonal skills.