Relationship Manager - Private Wealth

ICICI Securities; Udaipur District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

ICICI Securities Limited is seeking a Private Wealth Manager in Rajasthan/Udaipur to develop strong relationships with high-net-worth clients and deliver personalized financial advice. You will conduct regular portfolio reviews to ensure alignment with client goals and educate on wealth products.

The role requires deep knowledge of wealth management offerings including AIFs and PMS, excellent communication, and the ability to work independently within a dynamic team.

Qualifications

• Strong knowledge of wealth management products incl. AIFs and PMS.
• Proven track record in building and managing relationships with high-net-worth individuals.
• Excellent communication and negotiation skills.
• Able to work independently and in a fast-paced team environment.
• Regulatory certifications (AMFI/NISM) are advantageous.

Responsibilities

• Build and maintain relationships with high-net-worth individuals to understand financial goals.
• Provide personalized financial advice and wealth management solutions.
• Conduct regular portfolio reviews and performance updates with clients.
• Educate clients on wealth management products and risks.
• Cross-sell wealth management products to existing clients to drive revenue.

Skills

Wealth management

AIFs & PMS

Relationship management

Communication skills

Regulatory certifications

Education

AMFI/NISM certification

Tools

CRM software

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.