Relationship Manager - Private Wealth

ICICI Securities Limited; Hyderabad; On-site; INR 600,000 - 1,200,000; Full time

Job summary

ICICI Securities Limited seeks a client-focused wealth manager to build lasting relationships with high-net-worth individuals across India. The role involves providing personalized financial advice and wealth-management solutions aligned to client goals and risk appetite.

You will conduct portfolio reviews, educate clients on wealth products, and coordinate with the team to cross-sell AIFs, PMS, MFs, insurance, and equity while ensuring strict compliance.

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.
• Ability to work independently and as part of a team in a fast-paced environment.
• Having AMFI/NISM certifications is advantageous.

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 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

Relationship management

Communication

Negotiation

Lead generation

Education

AMFI/NISM certifications

Job description

• 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.