Wealth Relationship Manager
1 week ago
Wealth Manager / Investment Advisor Private Wealth
Location: Mumbai, Hyderabad, Ahmedabad
Experience: 5+ years in Private Wealth / Investment Advisory
About the Role:
Were looking for an experienced wealth professional to partner with high-net-worth clients and deliver comprehensive financial solutions across multiple asset classes. The role demands strong relationship-building skills, market awareness, and the ability to craft personalized investment strategies aligned with client goals and risk profiles.
Key Responsibilities:
- Develop and manage long-term relationships with affluent clients.
- Design tailored investment plans across products like mutual funds, PMS, AIFs, structured products, insurance, bonds, and equity.
- Track market movements and advise clients proactively to optimize portfolio performance.
- Drive growth in assets under management (AUM) and revenue through client acquisition and retention.
- Share model portfolios and provide insights aligned with firm-level investment views.
- Ensure all activities comply with internal policies and regulatory standards.
What We're Looking For:
- Proven track record in handling UHNI clients.
- Strong market understanding and solution-oriented mindset.
- Excellent communication and interpersonal skills.
- Entrepreneurial attitude, integrity, and passion for wealth creation.
- Collaborative and team-driven approach.
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