Wealth Relationship Manager

Company Description

The Corner Office HR Partners is a premier Executive Search and HR Consulting firm specializing in senior leadership recruitment for startups and high-growth companies. We bridge the gap between top talent and leading organizations across industries, aligning aspirations with opportunities. With a nuanced understanding of the dynamic business landscape, we aid our clients in acquiring visionary leaders and high-performing teams to drive innovation and long-term growth. Our passionate team of HR and talent acquisition experts brings diverse industry experience and functional expertise to support business scaling and develop tailored talent solutions.

Role Description

This is a full-time, on-site role located in Bengaluru North for a Wealth Relationship Manager. The Wealth Relationship Manager will manage and build strong client relationships, provide financial and wealth management advice, and ensure that clients' investment portfolios align with their goals. Key responsibilities include portfolio management, suggesting investment plans, achieving revenue targets, providing insights on financial products, and delivering a positive client experience.

Qualifications

• Strong skills in client relationship management, customer experience, and interpersonal communication
• Proficiency in financial planning, wealth management, investment advisory, and portfolio management
• Ability to sell and cross-sell financial products and meet revenue-driven targets
• Exceptional analytical skills, decision-making, and market trend analysis
• Detail-oriented with the ability to thrive in a high-performance, target-driven environment
• Bachelor's degree in Finance, Economics, Business, or a related field
• Certifications in finance or wealth management (e.g., CFP, CFA) are a plus
• Prior experience in client-facing financial services roles is highly desirable

Skills Required

Client Relationship Management, Market Trend Analysis, Interpersonal Communication, Investment Advisory, Wealth Management, Financial Planning, Analytical Skills, Portfolio Management, Customer Experience