Job Description
About The Role
As a Wealth Relationship Manager, we are seeking a highly skilled and client-focused professional from the Private Wealth
industry with 10+ years of experience. The roles primary objective is to manage and grow relationships with high-net-worth and
ultra-high-net-worth clients by offering tailored investment solutions across Financial Products. You will be responsible for
understanding clients financial goals, designing customized portfolios, and ensuring superior client servicing. By maintaining
high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make
informed investment decisions that optimize returnswhile contributing to the continued growth and reputation of our
organization.
Key Responsibilities
Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels,
including existing client referrals, cold calling, and other client engagement initiatives.
Overall new AUM growth in line with the objective laid down by the company.
Managing individual revenue budget.
Advise clients on portfolio construction by offering a range of investment solutions across asset classes.
Prepare and interpret client-specific information, including investment performance reports, financial summaries, and
income projections, while proactively rebalancing portfolios to align with desired asset allocation.
This job is provided by Shine.com
