Relationship Wealth Manager

4 weeks ago


Siliguri, West Bengal, India Skillventory Full time
Job Description

We are seeking a Relationship Wealth Manager to acquire high-net-worth (HNI), ultra-high-net-worth (UHNI), and affluent individuals for mutual fund investments. You will be responsible for building strategic partnerships, managing client portfolios, and providing research-based advisory services. This role requires a professional who can maintain strong client relationships, stay updated on market trends, and ensure full compliance with all regulatory and internal policies.

Roles & Responsibilities:

- Client Acquisition: Identify, approach, and acquire HNI, UHNI, and affluent individuals for mutual fund investments.
- Strategic Partnerships: Build strategic partnerships with IFA channels, chartered accountants, and wealth advisors to expand the client base.
- Portfolio Management: Understand client risk profiles and investment objectives to offer customized mutual fund solutions. Conduct periodic reviews and suggest portfolio rebalancing as needed.
- Relationship Management: Maintain strong, long-term client relationships through regular follow-ups and engagement, acting as a trusted advisor and ensuring a superior client experience.
- Advisory & Market Knowledge: Stay updated on market trends, new mutual fund schemes, and regulatory changes. Educate clients on investment opportunities and associated risks.
- Reporting & Compliance: Ensure complete documentation and adherence to all regulatory and internal compliance policies. Provide timely MIS and reports to management.

Skills Required:

- Proven experience in acquiring and managing high-net-worth clients.
- Strong knowledge of mutual funds and investment products.
- Ability to understand client risk profiles and provide customized investment solutions.
- Excellent relationship management and communication skills.
- In-depth understanding of market trends, regulatory changes, and compliance requirements.

QUALIFICATION:

- Bachelor's or Master's degree in Finance, Business, or a related field, or relevant certifications in financial planning.
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