Wealth Relationship Manager

2 days ago

Vadodara, Gujarat, India V Konnect Full time

Role & responsibilities

As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.

  • Client Acquisition and Onboarding:

  • Identify potential HNI/UHNI clients and develop strategies for client acquisition.

  • Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.

  • Wealth Management Advisory:

  • Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.

  • Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.

  • Portfolio Management:

  • Design and manage investment portfolios based on clients' risk profiles and financial objectives.

  • Monitor market trends and economic developments to make informed investment recommendations.

  • Relationship Building:

  • Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.

  • Address client inquiries, concerns, and requests in a timely and efficient manner.

  • Cross-Selling and Upselling:

  • Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.

  • Compliance and Risk Management:

  • Ensure compliance with regulatory requirements and internal policies.

  • Mitigate risks associated with client portfolios and financial transactions.

  • Market Research:

  • Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.

  • Reporting and Documentation:

  • Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.

  • Generate regular reports for clients on their investment portfolios.

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