Wealth Relationship Manager

YourMoneyWise; Bengaluru; On-site; INR 800,000 - 1,800,000; Full time

Job summary

YourMoneyWise Bangalore, India is seeking a seasoned wealth manager to lead a portfolio of HNI and Ultra-HNI clients. You will deliver comprehensive wealth management solutions, including investments, financial planning, and estate planning, while aiming to exceed revenue targets.

Ideal candidates hold an MBA in Finance or CFP, with extensive experience in wealth management or private banking, and excellent client relationship and communication skills to build trust and long-term partnerships.

Qualifications

• MBA (Finance) or CFP required.
• Extensive experience in wealth management or private banking.
• Excellent client relationship building and communication skills.
• In-depth knowledge of various investment products and market dynamics.

Responsibilities

• Manage and grow a portfolio of HNI and Ultra-HNI clients.
• Provide comprehensive wealth management solutions including investments, financial planning, and estate planning.
• Achieve revenue targets.

Skills

Client relationship

Communication skills

Wealth management

Investment products knowledge

Education

MBA (Finance) or CFP

Job description

Bangalore, India Full Time 8-18 LPA + Performance Bonus 5-10 years

Description

Manage and grow a portfolio of HNI and Ultra-HNI clients. Provide comprehensive wealth management solutions including investments, financial planning, and estate planning. Achieve revenue targets.

Requirements

• MBA (Finance) or relevant professional certification (e.g., CFP)
• Extensive experience in wealth management or private banking
• Excellent client relationship building and communication skills
• In-depth knowledge of various investment products and market dynamics