Wealth Relationship Manager / Head

AUM Capital Market; New Delhi, Mumbai; On-site; INR 8,00,000 - 14,00,000; Full time

Job summary

A financial services firm in Delhi is seeking a Wealth Relationship Manager to advise Ultra High Net Worth Clients. This role involves financial planning, risk management, and building long-term client relationships. Ideal candidates should have 3 to 12+ years of experience in financial services with strong knowledge of financial products and excellent communication skills. Attractive compensation and incentive structure offered.

Benefits

Platform for career growth

Competitive Compensation + Incentive Structure

Qualifications

• 3 to 12+ years of experience in dealing with HNI clients and Corporate Treasuries.
• Good knowledge of financial products like MF, FD, PMS, Bonds.

Responsibilities

• Advise Ultra High Net Worth Clients on various assets.
• Client acquisition, retention, and servicing.
• Build portfolios for HNI clients.

Skills

Client relationship management

Financial planning

Risk management

Sales skills

Communication skills

Education

Graduate/Post-graduate

Job description

Role & responsibilities

• Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.
• Asset allocation, financial planning and risk management according to client risk profile.
• Acquiring New Clients, activation of inactive clients, client retention.
• 360-degree Financial planning of HNI, UHNI and Corporate clients
• Analyzing Risk profile of clients and pitching the right product.
• Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.
• Successfully developing and maintaining clients relationship
• Understanding capital market scenarios and knowledge of Wealth.
• Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.
• Competitive landscape understanding (Competitor activity, new product development).
• Sales promotions to increase client base
• Client servicing.

Preferred candidate profile

• Graduate/Post-graduate;
• With atleast 3 to 12+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries in financial services broking company;
• Sourcing 'New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role;
• Good knowledge of financial products (MF, FD, PMS, Structured Product, Sovereign and Corporates Bonds, HL and LAP) will help the candidate perform in the 'Wealth RM' role;
• Impeccable Communication and Presentation skills

Perks and benefits

• Platform to progress and grow fast in career for performing employees
• Competitive Compensation + Incentive Structure