High Net Worth Client Advisor
5 days ago
We are seeking a dynamic professional to join our team as a Relationship Manager. This role involves building and maintaining strong relationships with high net worth individuals, providing them with high-quality wealth management services.
The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to understand client needs and provide appropriate investment solutions.
- Key Responsibilities:
- Build and maintain strong relationships with HNI clients
- Convert qualified leads into managed portfolios
- Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
- Monitor and review client portfolios to ensure consistent performance
- Collaborate with internal teams to deliver seamless wealth advisory services
Qualifications:
- Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
- 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
- Proven track record of handling HNI clients and converting leads
Additional Requirements:
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
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