Strategic Business Partner

3 weeks ago


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

**Company Overview**

i4 Consulting: Reimagining HR Blueprints is a pioneering firm that empowers organizations through technology innovations, focusing on talent attraction, employee experience, and productivity. Our solutions are agile, cost-effective, and customizable, catering to startups, retail, media, product-based organizations, and MNCs across PAN India in the Human Resources Services industry.

**Job Overview**

We seek a mid-level Relationship Manager/Wealth Manager to join our Client team in Hyderabad, offering full-time employment. The ideal candidate will manage client relationships and portfolios, focusing on wealth management for high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI).

**Key Responsibilities**

  • Manage and grow a portfolio of high-net-worth (HNI) and ultra-high-net-worth individuals (UHNI) clients.
  • Provide expert financial advice and tailor wealth management strategies to meet clients' financial goals.
  • Conduct regular portfolio reviews and adjust strategies to ensure optimal performance.
  • Identify new business opportunities and develop strategies to attract and retain clients.
  • Monitor client investments and market trends to provide timely recommendations.
  • Prepare detailed reports and presentations for clients to keep them informed of financial status and investment performance.
  • Collaborate with other team members to enhance service offerings and client satisfaction.
  • Ensure compliance with regulatory requirements and internal policies in all client interactions and transactions.


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