Wealth Relationship Manager - HNI - Bank

Job Purpose:

We are seeking an experienced Wealth Relationship Manager to build, manage, and grow relationships with High Net Worth Individuals (HNI). The ideal candidate will provide personalized wealth management solutions, deliver exceptional client service, and help clients achieve their financial goals through a comprehensive range of investment products.

Key Responsibilities:

Client Acquisition & Relationship Management:

- Acquire and manage a portfolio of High Net Worth Individual (HNI) clients.

- Understand clients' financial goals through detailed profiling and provide customized investment solutions.

- Advise clients on a wide range of financial products including Mutual Funds, Equities, Debt Products, Structured Products, Fixed Income Instruments, and Real Estate Investment Products.

- Build long-term relationships through exceptional service and regular portfolio reviews.

- Cross-sell investment and financial products to maximize wallet share and strengthen client relationships.

- Ensure high client retention through proactive engagement and superior service delivery.

Business Development:

- Identify and acquire new HNI customers through self-sourcing, referrals, and corporate alliances.

- Develop B2B and B2C business opportunities to expand the wealth portfolio.

- Support acquisition campaigns, client engagement activities, and exclusive wealth events.

- Consistently achieve monthly, quarterly, and annual business objectives.

Portfolio & Investment Advisory:

- Provide comprehensive financial planning and investment advisory services.

- Monitor and analyze client portfolio performance and recommend appropriate investment strategies.

- Conduct portfolio modelling and asset allocation based on clients' risk appetite and investment objectives.

- Ensure investment recommendations comply with internal policies and regulatory guidelines.

Collaboration & Compliance:

- Work closely with Research, Investment, Product, Operations, and Compliance teams to deliver best-in-class wealth solutions.

- Ensure complete adherence to regulatory requirements, internal processes, and risk management policies.

Eligibility Criteria:

- Graduate or Postgraduate in any discipline.

- 3-6 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.

- Proven experience in managing HNI/UHNI clients and achieving business targets.

- Excellent communication, presentation, and relationship management skills.