Accounts Manager

Sicomoro Advisors; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Sicomoro Advisors in Mumbai seeks an experienced Relationship Manager to manage a select UHNI client portfolio. You will build trusted, long-term relationships and understand client objectives to deliver tailored wealth solutions.

You will communicate with poise, demonstrate emotional intelligence, and coordinate with experts to provide market insights and bespoke reviews. Onboarding and periodic reviews ensure alignment with evolving goals and wealth plans.

Qualifications

• Minimum experience in managing high-net-worth relationships.
• Strong understanding of wealth management products and regulatory basics.
• Excellent communication, discretion, and interpersonal skills.

Responsibilities

• Act as principal liaison for Ultra HNI clients.
• Develop and nurture long-term relationships.
• Provide tailored investment solutions and timely market insights.
• Deliver premium client experience with clear, confident communication.
• Conduct periodic reviews and onboarding of new clients.

Skills

Relationship management

UHNI client handling

Financial products

Communication skills

Emotional intelligence

Job description

Role & responsibilities

• Relationship Management:
  • Act as the principal liaison for a select portfolio of Ultra HNI clients.
  • Develop and nurture long-term, trust-based relationships.
  • Understand each clients unique financial objectives, family structures, and lifestyle preferences.
• Client Experience & Communication:
  • Deliver a consistently premium client experience.
  • Communicate clearly, confidently, and with emotional intelligence in all interactions.
  • Anticipate client needs and proactively address concerns, queries, and opportunities.
• Advisory & Knowledge Leadership:
  • Maintain up-to-date expertise on wealth management products, financial markets, estate planning, tax structures, and alternative investments.
  • Collaborate with internal and external experts to offer tailored investment and financial solutions.
  • Educate clients through insightful updates, market commentaries, and bespoke financial reviews.
• Client Onboarding & Reviews:
  • Oversee seamless onboarding of new clients with a personalized welcome experience.
  • Conduct periodic portfolio and strategy reviews, ensuring alignment with evolving client goals.
• Business Growth:
  • Develop referrals organically by exceeding client expectations and fostering advocacy.

Preferred candidate profile

• Technical Proficiency:
  • Deep understanding of financial products (equities, fixed income, alternatives, structured products, etc.), regulatory frameworks, and taxation.
• Communication & Presence:
  • Exceptional verbal and written communication skills.
  • High emotional intelligence, listening skills, and gravitas suitable for engaging HNI personalities.
• Client-Centric Mindset:
  • A natural passion for delivering an impeccable client experience.
  • Discretion, integrity, and ability to handle sensitive financial and personal matters.
• Relationship Building:
  • Strong interpersonal skills with an ability to build rapport and trust quickly.
  • Experience handling multigenerational wealth and legacy planning is a plus.