AVP/VP/Partner – Wealth Management – NBFC

Talengage; India; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A prominent wealth management firm in India seeks a Relationship Manager to acquire and manage High Net Worth relationships. The role includes advising clients on their investment portfolios and maintaining strong client ties. Ideal candidates will have experience in Private Banking, strong analytical skills, and a minimum of 2-3 years of stability in their career. This position offers a chance to significantly impact clients' financial success.

Qualifications

• Prior experience in Private Bank/Wealth Management.
• Experience advising clients across asset classes.
• Minimum 2-3 years of stability in previous roles.

Responsibilities

• Acquire preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM.
• Advise clients on investments and manage financial portfolios.

Skills

Strong analytical skills

Client relationship management

Financial advisory

Job description

Overview

The Relationship Manager-Wealth is the ultimate face of the business as the final point of contact with the client. The role involves acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. The Relationship Manager is expected to establish strong ties with clients by designing & implementing their financial plans, and by ensuring that they receive and execute the right advice.

Prerequisites

• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
• Selling of products: Mutual Funds, PMS, Structured Products etc.
• Handle and manage clients.
• Experience of advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability).

Responsibilities

• The Relationship Manager will be responsible for acquiring preferred clients (Affluent & Super Affluent).
• Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
• Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio, and deepening the wallet from existing clients.
• Track the Affluent & Super Affluent client segment in the market for new client acquisition.
• Research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients’ portfolios.
• Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
• Conduct and assist in organizing seminars, workshops and other business development activities.