Relationship Manager

1 month ago

MumbaiGurgaonGurugram, India iimjobs Full time

As a Relationship Manager in Private Banking, you will play a key role in managing and nurturing relationships with Ultra High Net Worth Individuals (UHNIs). The ideal candidate will have a strong background in private banking, demonstrating expertise in understanding and catering to the unique financial needs of high net worth clients.

Key Responsibilities:

1. Client Relationship Management:

- Build and maintain strong relationships with UHNI clients.

- Understand clients' financial objectives and provide tailored wealth management solutions.

2. Portfolio Management:

- Effectively manage and grow the portfolio of UHNI clients.

- Provide strategic advice on investment opportunities and wealth preservation.

3. Wealth Management Products:

- Possess a deep understanding of various wealth management products and services.

- Recommend and implement appropriate investment strategies based on clients' financial goals.

4. Risk Management:

- Assess and manage risk factors associated with client portfolios.

- Ensure compliance with regulatory guidelines and internal policies.

5. Team Collaboration:

- Collaborate with internal teams to deliver comprehensive financial solutions.

- Work closely with product specialists to provide holistic wealth management services.

6. Market Research:

- Stay abreast of market trends, economic developments, and financial products.

- Provide clients with timely updates and insights on market conditions.

Qualifications and Skills:

- Masters degree in Finance, Business, or a related field.

- 3 to 8 years of experience in private banking, with a focus on UHNI clients.

- Proven track record of successfully managing and growing client portfolios.

- In-depth knowledge of wealth management products and financial markets.

- Strong analytical and problem-solving skills.

- Excellent communication and interpersonal skills

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