Wealth Relationship Manager
5 days ago
Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, LudhianaThe 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 ResponsibilitiesClient 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 & SkillsBachelor’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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Wealth Relationship Manager
3 days ago
Chandigarh, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, LudhianaThe 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...
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Wealth Relationship Manager
7 days ago
chandigarh, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, LudhianaThe 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...
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Wealth Relationship Manager
5 days ago
Chandigarh, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, LudhianaThe 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...
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Wealth Relationship Manager
5 days ago
Chandigarh, India Wise Finserv Full timeRole Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ludhiana 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...
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Wealth Relationship Manager
6 days ago
Chandigarh, India Wise Finserv Full timeRole Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ludhiana 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...
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Wealth Relationship Manager
6 days ago
Chandigarh, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, LudhianaThe 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...
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Wealth Relationship Manager
5 days ago
Chandigarh, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, LudhianaThe 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...
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Wealth Relationship Manager
4 days ago
Chandigarh, India Wise Finserv Full timeRole Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ludhiana 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...
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Wealth Relationship Manager
6 days ago
Chandigarh, Chandigarh, India, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, LudhianaThe 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...
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Private wealth Relationship Manager
2 weeks ago
Bhubaneswar, Chandigarh, Mumbai, India ICICI Securities Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...
