Wealth Relationship Manager
1 day ago
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chennai The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
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Service Relationship Manager
2 days ago
tamil nadu, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Service Relationship Manager
1 day ago
tamil nadu, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client...
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Wealth Relationship Manager
2 days ago
tamil nadu, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in ChennaiThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...
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Service Relationship Manager
2 days ago
Chennai, Tamil Nadu, India, Tamil Nadu 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Wealth Relationship Manager
5 hours ago
Chennai, Tamil Nadu, India, Tamil Nadu Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in ChennaiThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage....
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Wealth Manager
1 day ago
tamil nadu, India Integrated Personnel Services Limited Full timeHi, We are hiring Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices...
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Senior Vice President of Wealth Management
2 days ago
tamil nadu, India Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non...
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Wealth Manager
2 days ago
tamil nadu, India Integrated Personnel Services Limited Full timeHi,We are hiringPosition - Wealth Manager for Clients Company - Registered investment advisory companyLocation - Chennai , Hyderabad, Bangalore , DelhiSalary - 5lpa - 10 lpaJob Role Channel Partner DSA/Channel/Advisors AcquisitionDriving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family OfficesResponsible...
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tamil nadu, India Bajaj Capital Ltd Full timeMega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branchmanager@Chennai , Madurai,Tiruchirapalli, Karur, TirunelveliIf interested Please send your cv to:- harini.sree@bajajcapital.comvaradarajan.dittakavi@bajajcapital.comJOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.CTC: It’s not constrain...
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Senior Vice President of Wealth Management
2 days ago
Chennai, Tamil Nadu, India, Tamil Nadu Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non...
