Wealth Manager/Relationship Manager - Wealth Management Firm

Wealth Manager / Relationship Manager for a leading Wealth Management company

Job Description:

I am looking for a wealth manager with a leading wealth management company who are handling HNI, UHNI, Family Office for Pan India Location

Role: Wealth Manager

Functional Responsibilities:

- Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.

- Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings.

- Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial goals.

- Drive business development through client referrals and proactive outreach, consistently achieving assigned targets.

- Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning.

- Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines.

Qualifications:

- Bachelor's/ Master's degree in Finance, Economics, Business Administration, or a related discipline.

Candidate Requirements:

- Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele.

- In-depth understanding of financial products, market trends, and portfolio management strategies.

- Strong interpersonal skills with the ability to engage high-value clients effectively.

- Demonstrated ability to analyse client needs and provide timely, tailored investment solutions.