Wealth Relationship Managers

Role Description

This is a full-time on-site role for a Wealth Relationship Manager (Associates), located in Chennai. The Wealth Relationship Manager will be responsible for managing client relationships, providing investment advice, conducting financial planning, and assisting clients with wealth management needs. The role involves daily interaction with clients, understanding their financial goals, and creating tailored investment strategies. The Wealth Relationship Manager will also be responsible for maintaining up-to-date knowledge of financial products, market trends, and regulatory requirements.

Qualifications

• Experience in managing client relationships and wealth management.
• Knowledge of investment products, market trends, and financial planning.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal skills.
• Ability to build and maintain trust with clients.
• Relevant financial certifications are a plus.
• Bachelor's degree in Finance, Economics, Business, or related field.