Senior Wealth Portfolio Manager

3 days ago

Bilaspur Haryana Sonipat Sonepat Ambala, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000

**Wealth Relationship Manager Role Overview**

This position involves establishing and expanding high-value client relationships by offering bespoke wealth solutions, financial guidance, and tailored investment products.

  • Develop and maintain a portfolio of high-net-worth individuals, fostering long-term partnerships through regular engagement and expert advice.
  • Design and deliver customized investment and banking solutions to meet clients' unique needs and risk appetites.
  • Cultivate new business opportunities by cross-selling wealth management products such as mutual funds, insurance, structured products, and loans.
  • Conduct thorough portfolio reviews, tracking clients' financial objectives and providing informed recommendations.
  • Ensure seamless compliance with internal policies and regulatory requirements while delivering exceptional client service.
  • Maintain the highest standards of customer satisfaction, promptly addressing queries and concerns.
  • Collaborate with internal teams for efficient client servicing and enhanced outcomes.
  • Leverage professional networks, referrals, and market intelligence to identify new business prospects.
  • Meet key performance indicators for revenue growth, client acquisition, and product penetration.

**Key Skills and Qualifications:

  • Excellent communication and interpersonal skills
  • Strong understanding of wealth management products and services
  • Able to analyze complex financial situations and provide tailored solutions
  • Proven ability to build and maintain strong relationships with high-net-worth clients
  • Familiarity with relevant regulatory requirements and industry best practices

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