Wealth Relationship Manager

2 days ago

Bhopal, India Ocean Finvest Full time

Job Title: Wealth Relationship Manager

Location: (City, State/Country)

Job Type: Full-time

⸻

About the Role

We are seeking an experienced and client-focused Wealth Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and deepening relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment and wealth management solutions.

⸻

Key Responsibilities


• Develop and manage a portfolio of high-net-worth clients, ensuring personalized service and attention.


• Understand clients' financial objectives, risk tolerance, and investment preferences to provide suitable wealth management strategies.


• Offer advisory services across investments, insurance, retirement planning, estate planning, and other financial solutions.


• Maintain strong relationships with clients through regular meetings, portfolio reviews, and market updates.


• Cross-sell bank and investment products to meet clients' evolving needs.


• Stay updated with market trends, investment opportunities, and regulatory requirements.


• Work closely with internal teams (investment advisors, product specialists, research analysts) to deliver comprehensive solutions.


• Ensure compliance with all company policies, regulations, and ethical standards.

⸻

Qualifications & Skills


• Bachelor's degree in Finance, Economics, Business, or related field (MBA or professional certifications like CFP, CFA preferred).


• 3–7 years of experience in wealth management, private banking, or financial advisory.


• Strong knowledge of investment products, financial planning, and capital markets.


• Excellent relationship management, networking, and interpersonal skills.


• Strong sales and business development abilities.


• High level of integrity, professionalism, and client-centric mindset.

⸻

What We Offer


• Competitive salary with performance-based incentives.


• Comprehensive benefits package.


• Continuous learning and professional development opportunities.


• A collaborative and growth-oriented work environment.

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