AddressJob Role:
A Wealth Relationship Manager will be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.
Functional Responsibilities / KPIs :
- Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.
- Responsible for selling various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.
- Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.
- Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.
- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.
Required skills and qualifications:
- 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
- Understanding of financial markets, investment products, and wealth management principles.
- Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
- Excellent interpersonal skills and the ability to build trust and rapport with clients.
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
- Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
Preferred skills and qualifications:
- A master's degree in management, finance, economics, or a related field.
- Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent.
- Familiarity with Indian tax laws, regulations, and financial planning strategies specific to the Indian market.
- Proven track record of achieving sales targets and building a successful client portfolio.
- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.
