Wealth Relationship Manager

Job Summary :

The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles.

Key Responsibilities :

• Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs).
• Offer customized investment and banking solutions based on client needs and risk appetite.
• Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans.
• Conduct regular portfolio reviews and monitor financial goals of clients.
• Ensure compliance with internal and regulatory policies while servicing clients.
• Maintain high service standards and provide prompt resolution to client queries and issues.
• Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing.
• Generate leads through networking, references, and market intelligence.
• Achieve business targets on revenue, client acquisition, and product penetration.

Skills Required

Wealth Management, Relationship Management, Mutual Funds, Insurance, Investment Advisory, Client Acquisition, Portfolio Management