Wealth Relationship Manager - Bank

Hiring : Wealth Relationship Manager

Recruit Right Solutions is a leading recruitment partner for top investment and wealth management organizations across India. We are currently hiring experienced professionals for the position of Wealth Relationship Manager.

Key Responsibilities :

Client Advisory & Portfolio Management :

- Understand clients financial goals, risk appetite, and investment horizon through detailed discussions and portfolio reviews.

- Provide research-driven investment advisory across Mutual Funds, Insurance, PMS, AIFs, Bonds, Equities, Structured Products, and other wealth solutions.

- Conduct regular portfolio reviews and recommend suitable investment strategies aligned with client objectives.

- Guide clients on asset allocation and wealth creation opportunities across multiple asset classes.

- Develop customized investment plans to help clients achieve long-term financial goals.

Client Relationship Management :

- Build, manage, and nurture long-term relationships with HNI and affluent clients.

- Deliver a superior client experience through proactive engagement, transparency, and timely support.

- Conduct regular client meetings, portfolio review sessions, and virtual interactions to understand evolving financial needs.

- Act as a trusted financial advisor and single point of contact for all investment and servicing requirements.

- Ensure high levels of client retention, satisfaction, and relationship growth.

Business Growth & Product Penetration :

- Drive revenue growth through effective cross-selling and upselling of wealth management products.

- Increase product penetration across investment and protection solutions.

- Acquire new HNI/UHNI clients and expand the existing portfolio.

- Achieve assigned business targets related to AUM growth, revenue generation, and client acquisition.

Desired Candidate Profile :

- Strong understanding of financial markets, investment products, and portfolio advisory concepts.

- Proven experience in managing HNI/Affluent client relationships.

- Demonstrated track record of achieving revenue and AUM targets.

- Excellent communication, presentation, and relationship management skills.

- Strong analytical ability with a client-centric approach and high professional integrity.

- Ability to provide prompt and effective financial solutions based on client requirements.

Preferred Experience :

- Experience : 5-15 Years

- Preferred background in Wealth Management, Private Banking, Asset Management, or Financial Advisory.