Wealth Relationship Manager

13 hours ago

Chennai Tamil Nadu India, Tamil Nadu Wise Finserv Full time


Role Description

This is a full-time on-site role for a Wealth Relationship Manager located in Chennai


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.

  • Service Relationship Manager

    2 days ago

    Chennai, Tamil Nadu, India, Tamil Nadu 360 ONE Wealth Full time

    Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...

  • Wealth Acquisition Manager

    2 weeks ago

    Chennai, Tamil Nadu, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

  • Wealth Manager

    5 days ago

    Chennai, Tamil Nadu, India Unified Vision Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Company DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...

  • Wealth Relationship Manager

    2 weeks ago

    Chennai, Tamil Nadu, India BajajCapital Insurance Broking Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionBajaj Capital Insurance Broking Limited (BCIBL) is a prominent insurance broker in India, licensed by the Insurance Regulatory and Development Authority (IRDA) since 2004. Serving over six lakh clients, is owned and operated by BCIBL and is a leading portal for insurance comparison, transactions, and services. The portal offers a wide...

  • Relationship Manager

    1 week ago

    Chennai, Tamil Nadu, India Manifest Wealth Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...

  • Senior Vice President of Wealth Management

    2 days ago

    Chennai, Tamil Nadu, India, Tamil Nadu Banking and NBFC job Full time

    Very urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non...

  • Wealth Manager

    1 week ago

    Chennai, Tamil Nadu, India N J Macson Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Responsibilities:* Manage HNI client relationships* Oversee portfolio performance* Collaborate with investment teams* Develop wealth strategies* Sell mutual funds and investment products

  • Senior Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India Kalviro Ventures Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Wealth ManagerLocation: ChennaiCompany: Kalviro VenturesType: Full-Time⸻About Kalviro VenturesAt Kalviro Ventures, we believe in building lasting financial partnerships. As "Your Wealth Partner," we offer bespoke investment solutions to high-net-worth individuals through Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Mutual...

  • Wealth Manager

    13 hours ago

    Coimbatore, Tamil Nadu, India, Tamil Nadu upGrad Rekrut Full time

    A wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...

  • Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India Raptee Energy Full time ₹ 3,23,000 - ₹ 13,93,587 per year

    Proven experience in wealth management, private banking, investment advisory, or financial planning.Strong understanding of financial markets, investment products, and wealth management strategies.Excellent communication, negotiation, and interpersonal skills.Analytical mindset with the ability to assess financial risks and opportunities.High ethical...