Private Wealth Relationship Manager

ICICI Securities Limited; Goa; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

ICICI Securities Limited in Goa seeks an experienced wealth management professional with 8–15 years in wealth management products, including AIFs and PMS, to manage relationships with high-net-worth individuals and deliver personalized investment solutions.

You will conduct regular portfolio reviews, educate clients on features and risks of products like MFs, Insurance, and Equity, and drive revenue growth through cross-selling while ensuring compliance and accurate record keeping.

Qualifications

• Strong understanding of wealth management products including AIFs and PMS.
• Proven track record of building and managing relationships with high-net-worth individuals.
• Excellent communication, presentation, and negotiation skills.

Responsibilities

• To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
• To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
• To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
• To demonstrate expertise in wealth management products including AIFs and PMS, MFs, Insurance, Equity.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
• To identify new business opportunities and generate leads through networking and referrals.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To achieve revenue targets and contribute to the overall growth of the private wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Skills

Wealth management

AIFs

PMS

HNWI relations

Portfolio reviews

Job description

8–15 years of relevant experience in Wealth Managemant products, including AIFs and PMS.

Person should have strong understanding of wealth management products, including AIFs and PMS.Should have experience in building and managing relationships with high-net-worth individuals.

Job Role and Responsibilities

Role & Responsibilities

• To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
• To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
• To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
• To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
• To identify new business opportunities and generate leads through networking and referrals.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To achieve revenue targets and contribute to the overall growth of the private wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements

• Should have strong understanding of wealth management products, including AIFs and PMS.
• Should have a proven track record of building and managing relationships with high-net-worth individuals.
• Should have excellent communication, presentation, and negotiation skills.
• Should have the ability to work independently and as part of a team in a fast-paced environment.
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.