Senior Wealth Relationship Manager
2 months ago
Job Description:
Vitasta Consulting Pvt Ltd is seeking an experienced Wealth Relationship Manager to manage client relationships in the wealth management industry. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships.
Responsibilities:
- Build and maintain strong, long-lasting client relationships.
- Understand clients' financial goals and objectives and provide suitable investment advice.
- Recommend investment products such as mutual funds, PMS, and debt funds based on clients' needs.
- Monitor clients' portfolios and provide regular updates on performance.
- Conduct financial reviews and prepare investment proposals for clients.
- Stay updated on market trends and regulatory changes affecting wealth management products.
- Collaborate with internal teams to ensure seamless service delivery to clients.
- Meet individual and team targets for business growth and client acquisition.
Requirements:
- MBA in Marketing/Finance with specific modules/certification in wealth management.
- Should have solely managed and serviced client relationships worth ₹200-300 crores.
- 8-12 years of experience as a Wealth Relationship Manager or similar role in the financial services industry.
- Proven expertise in mutual funds, PMS, and debt funds, bonds, CPs, etc.
- Strong understanding of financial planning and investment strategies.
- Ability to work as part of a team.
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