
Custodian of High-Net-Worth Assets
5 days ago
At our esteemed organization, we are seeking a seasoned Relationship Wealth Manager to spearhead the acquisition of high-net-worth (HNI), ultra-high-net-worth (UHNI), and affluent individuals for mutual fund investments.
This pivotal role requires a professional with an astute understanding of market trends, exceptional relationship management skills, and the ability to provide research-based advisory services.
- Key Responsibilities:
- Client Acquisition: Identify and acquire HNI, UHNI, and affluent individuals for mutual fund investments through strategic partnerships and targeted approaches.
- Strategic Partnerships: Develop and maintain relationships with IFA channels, chartered accountants, and wealth advisors to expand the client base.
- Portfolio Management: Analyze client risk profiles and investment objectives to offer customized mutual fund solutions and conduct periodic reviews for portfolio rebalancing as needed.
- Relationship Management: Foster long-term client relationships through regular engagement, acting as a trusted advisor, and ensuring a superior client experience.
- Advisory & Market Knowledge: Stay updated on market trends, new mutual fund schemes, and regulatory changes, and educate clients on investment opportunities and associated risks.
- Reporting & Compliance: Ensure complete documentation and adherence to all regulatory and internal compliance policies, providing timely MIS and reports to management.
Requirements:
- Proven experience in acquiring and managing high-net-worth clients.
- Strong knowledge of mutual funds and investment products.
- Ability to understand client risk profiles and provide customized investment solutions.
- Excellent relationship management and communication skills.
- In-depth understanding of market trends, regulatory changes, and compliance requirements.
Qualifications:
- Bachelor's or Master's degree in Finance, Business, or a related field, or relevant certifications in financial planning.
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