Relationship Wealth Manager

3 weeks ago

Jaipur Udaipur, India SkillLabs Full time

Job Description We are looking for an experienced and customer-focused Relationship Wealth Manager to manage and grow a portfolio of high-net-worth individuals (HNIs). The role involves providing personalized financial advice, promoting wealth management products, and building long-term relationships to help clients meet their financial goals. Key Responsibilities: - Manage and grow a portfolio of HNI clients through tailored financial solutions - Conduct regular reviews to assess client needs, goals, and risk tolerance - Cross-sell investment products including mutual funds, insurance, fixed income, and alternative investments - Ensure high levels of customer satisfaction and service quality - Stay updated on financial markets, products, and regulatory changes - Ensure compliance with banking policies and regulatory guidelines Key Skills: - Strong relationship management and interpersonal skills - In-depth knowledge of wealth management products and financial planning - Excellent communication and advisory skills - Ability to understand and assess financial goals and risk profiles - Sales and target orientation - Certifications like NISM, AMFI, IRDA (preferred)

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