Wealth Relationship Manager

4 weeks ago

Kanpur Uttar Pradesh India, Uttar Pradesh Wise Finserv Full time


Role Description

This is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & Lucknow


The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage.

Key Responsibilities

  • Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles.
  • Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices.
  • Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements.
  • Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments.
  • Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs.
  • Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses.
  • Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations.
  • Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions.


Qualifications & Skills

  • Bachelor’s degree in Finance, Business, or a related field.
  • Previous experience in Private Wealth Management or Financial Services preferred.
  • Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage.
  • Excellent interpersonal and communication skills.
  • Strong analytical, organizational, and problem-solving abilities.
  • High attention to detail and ability to manage sensitive client information with discretion.
  • Proficiency in Microsoft Excel and PowerPoint.

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