Wealth Manager/Relationship Manager

2 months ago

Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

Role and Title:

- Private Wealth Managers reporting to Director or Managing Director.

- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.

- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.

- Experience ranging from 5 to 12 years or more.

- Salary would not be a constraint for the right candidate.

- Preferably, should have handled similar profile in a Bank or another Wealth Management firm.

Skills we are looking for:

- The candidate should be smart, outgoing with a pleasing personality.

- Excellent oratorial and presentation skills.

- Adept at Word, Excel and Power point.

- Passionate about Investing in general.

- Should have high clarity over various financial concepts and terminologies pertaining to capital markets and products like Equity, Mutual Funds, Debt securities, AIF, Structured products, etc.

- Good market knowledge to successfully manage clients and ensure satisfaction.

- Awareness of various micro and macro-economic trends and events taking place both in India and globally.

Role and of New Clients:

- Aim on exploring one's existing client base including natural market to set up a good foundation for the career ahead.

- Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases.

- Maintaining a log of client concerns or feedback and evaluate them for better success rates.

- Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.

- Achieve budgeted targets in terms of number of clients / volume of business & assets.

Managing relationships:

- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients.

- Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives.

- Understand clients' needs & requirements and accordingly position products & services.

- Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, Tax issues, besides just investment planning to ensure that you are positioned as the client's primary consultant.

- Call clients periodically to review their investment needs and to determine whether market changes, life situations, economic trends, or financial performance indicate a need for portfolio reassessment.

- Provide various Investment performance reports and summaries to the clients.

Research and Analytics:

- Research, investigate and regularly update the team regarding available investment opportunities/financial market trends to determine whether they fit into client portfolios.

- Analyze each client portfolio on an ongoing basis to ensure that the overall Asset

- Allocation is in line with long term objectives; Assess the needs for Asset Rebalancing;

- Identify laggards in the portfolio and analyze if such underperformance is temporary or if it needs a portfolio action.

- Coordinate with product and research team to suggest effective investment ideas to the clients.

Ensure ongoing self-development:

- Keep yourself updated with latest market information, prevailing Economic Trends, Industry news, Product level developments, Competitor products etc. Your aim should always be to become the best version of yourself and a Wealth Manager par excellence.

(ref:iimjobs.com)

  • Wealth manager

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Manager

    3 weeks ago

    mumbai, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Manager

    1 month ago

    Mumbai, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Management Professional

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

  • Wealth Management Professional

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

  • Wealth Manager/Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Job Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...

  • Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Goalstox Technology Private Limited Full time

    Job Title: Wealth Relationship ManagerAbout the Role:We are seeking a skilled Wealth Relationship Manager to join our team at Goalstox Technology Private Limited. As a Wealth Relationship Manager, you will be responsible for sourcing new clients for wealth management and other financial products, maintaining client relationships, and distributing various...

  • Wealth Relationship Manager

    5 days ago

    Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full time

    Job Title: Wealth Relationship ManagerJob Summary:As a Wealth Relationship Manager, you will be responsible for acquiring, growing, and deepening Super HNI banking customer relationships through effective relationship management. You will analyze and satisfy Super HNI customers' financial and investment needs and objectives, providing the face of the bank to...

  • Wealth Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Goalstox Technology Private Limited Full time

    Job Title: Wealth Relationship ManagerGoalstox Technology Private Limited is seeking a skilled Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Wealth Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Goalstox Technology Private Limited Full time

    Job Title: Wealth Relationship ManagerGoalstox Technology Private Limited is seeking a highly motivated and results-driven Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering...

  • Relationship Manager

    1 month ago

    Mumbai, India Yubi Group Full time

    About Yubi Yubi formerly known as CredAvenue is redefining global debt markets by freeing the flow of finance betweenborrowers lenders and investors. We are the world's possibility platform for the discovery investment fulfilmentand collection of any debt solution. At Yubi opportunities are plenty and we equip you with tools to seize it.In March 2022 we...

  • Relationship Manager

    2 weeks ago

    mumbai, India Yubi Group Full time

    About Yubi Yubi formerly known as CredAvenue is redefining global debt markets by freeing the flow of finance betweenborrowers lenders and investors. We are the world's possibility platform for the discovery investment fulfilmentand collection of any debt solution. At Yubi opportunities are plenty and we equip you with tools to seize it.In March 2022 we...

  • Relationship Manager

    2 weeks ago

    Mumbai, India Yubi Group Full time

    About YubiYubi formerly known as CredAvenue is redefining global debt markets by freeing the flow of finance betweenborrowers lenders and investors. We are the world's possibility platform for the discovery investment fulfilmentand collection of any debt solution. At Yubi opportunities are plenty and we equip you with tools to seize it.In March 2022 we...

  • Senior Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Title: Senior Wealth Relationship ManagerVitasta Consulting Pvt Ltd is seeking a highly skilled Senior Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Yubi Group Full time

    About the Job:The Relationship Manager-Wealth is a key role at Yubi Group, responsible for acquiring and managing high-net-worth relationships. This individual will be the first point of contact with clients, delivering exceptional service and ensuring strong ties are established through tailored financial plans. Key responsibilities include acquiring,...

  • Senior Wealth Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Title: Senior RM WealthAbout the Role:We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...

  • Senior Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Description:Vitasta Consulting Pvt Ltd is seeking an experienced Wealth Relationship Manager to manage client relationships in the wealth management industry. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships.Responsibilities:Build and...

  • Relationship Manager

    1 month ago

    Mumbai, India Yubi Group Full time

    About Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance betweenborrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment,and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.In...

  • Senior Wealth Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Title: Senior Wealth Relationship ManagerWe are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...

  • Senior Wealth Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Overview:Vitasta Consulting Pvt Ltd is seeking an experienced Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key Responsibilities:Build and maintain...