Wealth Relationship Manager
2 weeks ago
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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Wealth Relationship Manager
4 weeks ago
Kanpur, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe 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 weeks ago
Kanpur, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe 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
2 weeks ago
Kanpur, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe 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 weeks ago
Kanpur, India Wise Finserv Full timeRole 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...
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Wealth Relationship Manager
3 weeks ago
Kanpur, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe 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 weeks ago
Kanpur, India Wise Finserv Full timeRole 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...
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Wealth Relationship Manager
4 weeks ago
Kanpur, India Wise Finserv Full timeRole 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...
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Wealth Manager
3 days ago
Kanpur, India Green Portfolio Full timeAbout Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We are...
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Wealth Relationship Manager
4 weeks ago
Kanpur, Uttar Pradesh, India, Uttar Pradesh Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe 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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Relationship Manager
2 weeks ago
Kanpur, Uttar Pradesh, India Mintskill Hr Solutions LLP Full time ₹ 24,00,000 - ₹ 48,00,000 per yearRelationship Manager Key Responsibilities: • Client Acquisition & Business Development: Onboard HNI / Ultra-HNI clients (₹1 Cr portfolio size) through personal networks & market connects • Relationship Management: Strengthen long-term client relationships with top-notch service & compliance • Financial Planning & Advisory: Provide tailored...
