Wealth Relationship Manager

7 hours ago

Kanpur, India Wise Finserv Full time

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

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