Wealth Relationship Manager
2 days ago
Role 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 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
5 days 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
5 days 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 days 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
5 days 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 days 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
5 days 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
6 days 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 days 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 days ago
kanpur dehat district, 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
6 days 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...
