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Company Overview

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Job Overview

We are looking for a Relationship Manager/Wealth Manager to join our Client. The position is mid-level and based in Hyderabad, offering full-time employment. The ideal candidate will be responsible for managing client relationships and portfolios, focusing on wealth management for high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI).


Qualifications and Skills

  • Strong expertise in wealth management (Mandatory skill).
  • Proven experience in managing Assets Under Management (AUM) effectively.
  • Skilled in portfolio management and advising clients on financial matters.
  • Ability to cater to high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI).
  • Demonstrated track record in sales within the wealth management industry.
  • Excellent communication and interpersonal skills to build and maintain client relationships.
  • Analytical skills to assess client needs and financial goals accurately.
  • Strong negotiation skills to maximize client satisfaction and secure beneficial deals.


Roles and Responsibilities

  • Manage and grow a portfolio of high-net-worth (HNI) and ultra-high-net-worth individuals (UHNI) clients.
  • Provide clients with expert financial advice and tailor wealth management strategies to meet their financial goals.
  • Conduct regular portfolio reviews and adjust strategies to ensure optimal performance.
  • Identify new business opportunities and develop strategies to attract and retain clients.
  • Monitor client investments and market trends to provide timely recommendations.
  • Prepare detailed reports and presentations for clients to keep them informed of financial status and investment performance.
  • Collaborate with other team members to enhance service offerings and client satisfaction.
  • Ensure compliance with regulatory requirements and internal policies in all client interactions and transactions.