Relationship Wealth Manager

We are looking for an experienced and customer-focused Relationship Wealth Manager to manage and grow a portfolio of high-net-worth individuals (HNIs). The role involves providing personalized financial advice, promoting wealth management products, and building long-term relationships to help clients meet their financial goals.

Key Responsibilities:

• Manage and grow a portfolio of HNI clients through tailored financial solutions
• Conduct regular reviews to assess client needs, goals, and risk tolerance
• Cross-sell investment products including mutual funds, insurance, fixed income, and alternative investments
• Ensure high levels of customer satisfaction and service quality
• Stay updated on financial markets, products, and regulatory changes
• Ensure compliance with banking policies and regulatory guidelines

Key Skills:

• Strong relationship management and interpersonal skills
• In-depth knowledge of wealth management products and financial planning
• Excellent communication and advisory skills
• Ability to understand and assess financial goals and risk profiles
• Sales and target orientation
• Certifications like NISM, AMFI, IRDA (preferred)