Private Wealth Relationship Manager

Company Description

FundsIndia Private Wealth is a leading investment platform in India, known for offering innovative and seamless investment solutions. With a focus on leveraging advanced technology and a client-first approach, FundsIndia Private Wealth provides a wide range of opportunities for investors across the country. The platform combines personalized advisory services with cutting-edge digital tools designed to enhance investment outcomes. FundsIndia Private Wealth is committed to delivering superior financial experiences and promoting the financial well-being of its clients.

Role Description

This is a full-time on-site role for a Private Wealth Relationship Manager based in Madurai. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs), providing personalized financial planning and wealth management services. Key responsibilities include creating tailored investment strategies, advising on estate planning, managing client portfolios, and identifying and capitalizing on investment opportunities. The Private Wealth Relationship Manager will play a critical role in helping clients achieve their financial goals and objectives.

Qualifications

• Proficiency in Financial Planning and Estate Planning
• Strong skills in Investment Management and Finance
• Exceptional communication, interpersonal, and relationship management abilities
• Proven experience in private wealth management, with a client-focused approach
• Bachelor's degree in Finance, Economics, Business Administration, or a related discipline
• Willingness to work on-site in Madurai

Skills Required

Estate planning, Finance, Financial Planning, Investment Management