Role & responsibilities

As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.

Client Acquisition and Onboarding:
Identify potential HNI/UHNI clients and develop strategies for client acquisition.
Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.
Wealth Management Advisory:
Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.
Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.
Portfolio Management:
Design and manage investment portfolios based on clients risk profiles and financial objectives.
Monitor market trends and economic developments to make informed investment recommendations.
Relationship Building:
Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.
Address client inquiries, concerns, and requests in a timely and efficient manner.
Cross-Selling and Upselling:
Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.
Compliance and Risk Management:
Ensure compliance with regulatory requirements and internal policies.
Mitigate risks associated with client portfolios and financial transactions.
Market Research:
Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.
Reporting and Documentation:
Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.
Generate regular reports for clients on their investment portfolios