(Apply in 3 Minutes) Wealth Relationship Manager

4 days ago

Chennai, India Wise Finserv Full time

Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chennai 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.

  • Wealth Acquisition Manager

    4 weeks ago

    Chennai, India InCred Wealth Full time

    Company Description InCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries. Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise....

  • Wealth Manager

    7 days ago

    Chennai, Tamil Nadu, India Unified Vision Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Company DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...

  • Wealth Manager

    4 weeks ago

    Chennai, India Unified Vision Wealth Full time

    Job Description Company Description Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong...

  • Service Relationship Manager

    3 days ago

    Chennai, India 360 ONE Wealth Full time

    Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...

  • Service Relationship Manager

    4 days ago

    Chennai, India 360 ONE Wealth Full time

    Job Description: Service Relationship ManagerRole Overview:The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...

  • Service Relationship Manager

    2 days ago

    Chennai, India 360 ONE Wealth Full time

    Job Description: Service Relationship ManagerRole Overview:The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...

  • Service Relationship Manager

    3 days ago

    Chennai, India 360 ONE Wealth Full time

    Job Description: Service Relationship ManagerRole Overview:The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...

  • Service Relationship Manager

    5 days ago

    Chennai, India 360 ONE Wealth Full time

    Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client...

  • Service Relationship Manager

    3 days ago

    Chennai, India 360 ONE Wealth Full time

    Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client...

  • Wealth Relationship Manager

    2 weeks ago

    Chennai, India Purnartha PMS Full time

    Job Description Company Description Purnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by Vasudhaiva Kutumbakam, emphasizing treating our clients investments as our own. We provide personalized, research-backed PMS focused on...