Relationship Manager (Wealth Management)

Job title: Relationship Manager (Wealth Management)

Company: Ciel HR


Job description: Relationship Manager (Wealth Management)Locations – Mumbai / Ahmedabad / Kolkata/ Guwahati / Patna / Ranchi / Raipur / Jamshedpur / Dhanbad / Bhuwaneshwar / CuttackJob Description:We are seeking a highly skilled and experienced Wealth Management Advisor to join our dynamic team. The ideal candidate will be responsible for acquiring High Net-Worth Individuals (HNI) and Super Affluent clients, managing, and expanding our existing client base, and providing expert financial advice to meet our clients’ unique investment needs. This role requires a deep understanding of the financial market, excellent client relationship skills, and a proven track record in generating Asset Under Management (AUM) growth.Key Responsibilities:HNI Client Acquisition:

• Develop strategies to identify and attract potential HNI and Super Affluent clients.
• Network extensively to build relationships and establish a strong presence in the target market.
• Leverage various channels for client acquisition, including referrals, partnerships, and digital platforms.

Client Relationship Management:

• Maintain and strengthen relationships with existing clients.
• Regularly review client accounts and offer personalized service.
• Address client inquiries and resolve issues promptly to ensure client satisfaction.

Investment Advisory:

• Provide strategic advice to affluent clients on a wide range of investment options.
• Keep up-to-date with market trends and opportunities to make informed recommendations.
• Tailor investment solutions based on individual client profiles and financial goals.

Portfolio Management:

• Oversee and manage clients’ investment portfolios.
• Conduct regular portfolio reviews and rebalancing to align with client objectives and market conditions.
• Ensure compliance with regulatory standards and internal policies.

Research and Analysis:

• Collaborate with the product and research teams to stay informed about new investment products and market developments.
• Analyze financial data and reports to make evidence-based investment decisions.

Business Development Activities:

• Organize and participate in seminars, workshops, and networking events to promote our services.
• Develop and implement marketing strategies to enhance brand visibility and attract new clients.

Qualifications:

• Postgraduate and Professional certifications such as CFP, CFA, or similar are highly desirable.
• Minimum of 5 years of experience in wealth management, financial advisory, or a related field, with a focus on HNI client acquisition and portfolio management.
• Strong understanding of investment products, financial planning, and portfolio management.
• Excellent communication, negotiation, and interpersonal skills.
• Proven track record in sales, client acquisition, and AUM growth.

Expected salary:

Location: Mumbai, Maharashtra

Job date: Fri, 25 Oct 2024 01:14:49 GMT

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