Wealth Relationship Manager

4 days ago

Hyderabad Telangana, India Weekday AI Full time

This role is for one of the Weekday s clients Salary range Rs 600000 - Rs 1100000 ie INR 6-11 LPA Min Experience 5 years Location Hyderabad JobType full-time We are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning This role involves developing personalized financial plans managing investment portfolios and offering expert advice across areas such as tax planning insurance and risk management The ideal candidate will demonstrate financial expertise build long-lasting client relationships and contribute to the overall mission of delivering exceptional wealth management services Requirements Key Objectives Assist senior investment advisors and business heads in implementing effective investment strategies Establish and maintain trusted relationships with clients understanding their financial objectives risk tolerance and investment preferences Conduct detailed financial assessments to evaluate current financial standing and identify growth opportunities Develop and implement customized financial plans aligned with client-specific goals and risk profiles Recommend appropriate investment options including equities bonds mutual funds PMS AIFs and other instruments based on in-depth market research Regularly monitor and review client portfolios making necessary adjustments to reflect changes in market conditions or client needs Provide consistent financial advice and proactive solutions to support long-term wealth growth Collaborate with internal specialists tax legal estate planning to offer holistic financial solutions Contribute to the organization s financial objectives through effective financial planning and client engagement Keep abreast of economic trends market updates and regulatory developments to offer timely and relevant financial guidance Qualifications Experience MBA or Bachelor s degree in Finance Economics Business Administration or a related discipline 5 to 8 years of experience in wealth management or financial advisory services Solid understanding of financial markets portfolio management and investment products Skilled in financial analysis tools portfolio management systems CRM platforms and the MS Office suite Proven ability to build and maintain relationships with HNI clients Strong analytical and problem-solving capabilities with a performance-driven approach Exceptional communication skills to articulate complex financial concepts in a client-friendly manner Ethical trustworthy and compliant with industry regulations and best practices NISM V-A certification is mandatory Additional certifications like CFP PMS or IRDA are highly desirable Key Skills Wealth Management Financial Planning HNI Client Relationship PMS AIF Advisory Mutual Funds Investment Products Portfolio Management Risk Assessment Client Servicing

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