Wealth Relationship Manager

1 week ago

uttar pradesh, India Wise Finserv Full time

Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & Lucknow 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.

  • Wealth Relationship Manager

    2 weeks ago

    uttar pradesh, India Wise Finserv Full time

    Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe 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...

  • Wealth Relationship Manager

    2 weeks ago

    Kanpur, Uttar Pradesh, India, Uttar Pradesh Wise Finserv Full time

    Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe 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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