Relationship Manager - Private Wealth

ICICI Securities Limited; Hyderabad; On-site; INR 700,000 - 1,200,000; Full time

Job summary

ICICI Securities Limited is seeking a Wealth Manager to build and nurture relationships with high-net-worth individuals. You will provide tailored wealth management advice, regularly review portfolios, and stay informed on AIFs, PMS, mutual funds, insurance and equity products.

The role requires strong communication and negotiation skills, with a focus on growing client assets and revenue. In this fast-paced environment, you will educate clients on product features, manage risk, and identify

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 in a fast-paced team environment.

Responsibilities

• Build and maintain relationships with high-net-worth individuals to understand financial goals and objectives.
• Provide personalized financial advice and wealth management solutions based on needs and risk appetite.
• Conduct regular portfolio reviews and performance updates to ensure alignment with objectives.
• Demonstrate expertise in wealth management products including AIFs, PMS, mutual funds, insurance and equity.
• Educate clients on features, benefits, and risks of wealth management products.
• Identify new opportunities and generate leads through networking and referrals.
• Drive growth by cross-selling wealth management products and services to existing clients.
• Achieve revenue targets and contribute to overall growth of the private wealth management business.
• Conduct due diligence on investment products and providers to mitigate risks.
• Maintain accurate records of client interactions and transactions per compliance standards.

Skills

Wealth management

Relationship management

Communication

Negotiation

AIFs & PMS

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.