Wealth Manager

Job Description : About the Role

Hiring for Relationship Manager / Wealth Manager catering to HNI / UNHI / Family Office segment

Responsibilities

• Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.
• Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings.
• Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial goals.
• Drive business development through client referrals and proactive outreach, consistently achieving assigned targets.
• Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning.
• Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines.

Qualifications

Required Skills

Skills Required

Wealth Manager