Wealth Relationship Manager - Banking

About the Role:

- As a Wealth Relationship Manager, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role's primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products.

- You will be responsible for understanding clients' financial goals, designing customized portfolios, and ensuring superior client servicing. By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns-while contributing to the continued growth and reputation of our organization.

Key Responsibilities:

- Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives.

- Overall new AUM growth in line with the objective laid down by the company.

- Managing individual revenue budget.

- Advise clients on portfolio construction by offering a range of investment solutions across asset classes.

- Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation.

- Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics.

- Ensure clients have regular access to relevant research material and market insights.

- Service and support existing clients in collaboration with the client servicing team.

- Customize investment pitches and advisory solutions in line with client requirements.

- Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships.

- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention.

Education & Certifications:

- Post Graduate with MBA / Professional Certification

- Knowledge of Financial products & Capital markets is essential.