Senior Wealth Portfolio Manager

4 days ago


Hyderabad, Telangana, India i4 Consulting : Reimagining HR Blueprints Full time
Company Overview

i4 Consulting: Reimagining HR Blueprints is a pioneering HR solutions provider that empowers organizations through technology innovations. Our focus is on enhancing talent attraction, employee experience, and productivity.

We cater to a diverse range of organizations, including startups, retail, media, product-based organizations, and MNCs. Our team of 11-50 employees is headquartered across PAN India in the Human Resources Services industry.

Job Overview

We are seeking a skilled Relationship Manager/Wealth Manager to join our team in Hyderabad. The ideal candidate will be responsible for managing client relationships and portfolios, focusing on wealth management for high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI).

Key Responsibilities
  1. Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, providing expert financial advice and tailored wealth management strategies.
  2. Portfolio Management: Conduct regular portfolio reviews, adjust strategies to ensure optimal performance, and monitor client investments and market trends.
  3. Business Development: Identify new business opportunities, develop strategies to attract and retain clients, and prepare detailed reports and presentations for clients.
  4. Collaboration: Work with other team members to enhance service offerings and client satisfaction, ensuring compliance with regulatory requirements and internal policies.


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