Wealth Relationship Manager – Banking / Financial Services Resurgo Consultants Pvt Ltd

The Corporate Institute; Gurugram District; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

The Corporate Institute is seeking an experienced Wealth Manager to lead and expand relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. The role focuses on understanding client goals, delivering tailored investment solutions, and growing portfolios while maintaining exemplary service levels.

Responsibilities include conducting regular reviews, cross-selling investment products, and coordinating with internal teams to ensure compliance and optimal outcomes for clients.

Qualifications

• Experience in wealth management or private banking.
• Strong client-service orientation with ability to build long-term relationships.
• Knowledge of investment products and regulatory/compliance basics.

Responsibilities

• Manage and grow relationships with HNI/UHNI and affluent clients.
• Understand clients’ financial objectives, risk tolerance, horizon, and liquidity needs.
• Provide customized wealth management and investment solutions aligned with client requirements.
• Advise clients across products such as Mutual Funds, PMS, AIF, Bonds, Fixed Income, Insurance, Structured Products, Equities, and other investment products.
• Monitor client portfolios and provide periodic reviews and recommendations.
• Acquire new clients through referrals, networking, existing relationships, and business development activities.
• Increase AUM, revenue, client wallet share, and cross-sell opportunities.
• Coordinate with internal teams such as investment advisory, product, operations, compliance, and research.

Skills

Relationship management

Financial planning

Client service

Portfolio reviews

Job description

About the Role:

We are looking for an experienced and client-focused Wealth Manager to manage and grow relationships with High Net-Worth Individuals (HNIs), Ultra-HNIs, and affluent clients. The candidate will be responsible for understanding clients financial goals, providing suitable investment solutions, managing portfolios, and driving business growth while ensuring a high level of client service.

Key Responsibilities:

• Manage and develop relationships with HNI/UHNI and affluent clients.
• Understand clients financial objectives, risk appetite, investment horizon, and liquidity requirements.
• Provide customized wealth management and investment solutions aligned with client requirements.
• Advise clients across products such as Mutual Funds, PMS, AIF, Bonds, Fixed Income, Insurance, Structured Products, Equities, and other investment products.
• Monitor client portfolios and provide periodic reviews and recommendations.
• Acquire new clients through references, networking, existing relationships, and business development activities.
• Increase AUM, revenue, client wallet share, and cross-sell opportunities.
• Build long-term relationships and ensure high levels of client retention and satisfaction.
• Coordinate with internal teams such as investment advisory, product, operations, compliance, and research.
• Ensure all client transactions and recommendations comply with applicable regulatory and compliance requirements.
• Maintain accurate client records, KYC documentation, and portfolio information.
• Track market developments and communicate relevant investment opportunities and market updates to clients.
• Conduct regular client meetings and investment reviews.