High Net Worth Relationship Manager

1 week ago


Ankleshwar, Gujarat, India beBeeFinancial Full time

Job Overview

As a Relationship Manager specializing in high-net-worth individuals, you will be responsible for managing and nurturing relationships with HNI clients. Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.

  • Client Acquisition:
  • Identify potential HNI/UHNI clients and develop strategies for acquiring new business.
  • Understand their financial goals, risk tolerance, and investment preferences to effectively onboard new clients.
  • Wealth Management Advisory:
  • Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.
  • Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.
  • Portfolio Management:
  • Design and manage investment portfolios based on clients' risk profiles and financial objectives.
  • Monitor market trends and economic developments to make informed investment recommendations.
  • Relationship Building:
  • Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.
  • Address client inquiries, concerns, and requests in a timely and efficient manner.
  • Cross-Selling and Upselling:
  • Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.
  • Compliance and Risk Management:
  • Ensure compliance with regulatory requirements and internal policies.
  • Mitigate risks associated with client portfolios and financial transactions.

Key Qualifications:

  • Minimum 5 years of experience in Wealth Management or a related field.
  • Strong understanding of financial markets, instruments, and regulations.
  • Excellent communication, interpersonal, and relationship-building skills.
  • Ability to work independently and as part of a team.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for career advancement and professional growth.
  • Collaborative and dynamic work environment.

Additional Requirements:

  • Stay updated on global economic trends, financial markets, and investment products.
  • Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.


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