Strategic Business Partner
3 weeks ago
**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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