Wealth Manager
2 weeks ago
We are looking for a Preferred Relationship Manager- Wealth with Anand Rathi Group in Chennai.
Job Description:
The Relationship Manager-Wealth plays a crucial role as the key point of contact with clients. They are tasked with acquiring High Net Worth relationships, providing top-notch services, and ensuring client satisfaction. Building strong connections, designing financial plans, and offering sound advice are essential responsibilities.
Requirements:
- Experience in Private Bank/Wealth Management
- Product knowledge: Mutual Funds, PMS, Structured Products
- Managing clients with a minimum Investment of Rs 1 Cr
- Advising across asset classes
- Strong analytical skills and teamwork
- Stable work history (3-4 yrs in current and previous roles)
Roles & Responsibilities:
- Acquire Preferred clients
- Build client relationships and generate AUM
- Provide investment advice and manage financial portfolios
- Explore new client acquisition opportunities
- Stay updated on financial trends and investment options
- Collaborate with product and research teams
- Organize business development activities
Preferred candidate profile
Perks and benefits
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