Senior Relationship Manager – Wealth Management

Job Title

Senior Relationship Manager – Wealth Management

Experience Required

• Usually 5–8 years


• Background in:
  
  
  
  • Wealth Management
  
  
  • Private Banking
  
  
  • Investment Advisory
  
  
  • Financial Distribution
  
  
  
  

Key Responsibilities

• Manage and grow HNI/UHNI client portfolios


• Provide customized investment and financial planning solutions


• Handle products such as:
  
  
  
  • Mutual Funds
  
  
  • PMS
  
  
  • AIFs
  
  
  • Bonds
  
  
  • Insurance
  
  
  • Structured Products
  
  
  
  


• Drive new client acquisition through referrals and networking


• Conduct portfolio reviews and client engagement meetings


• Achieve AUM and revenue growth targets


• Track market trends and advise clients accordingly


• Ensure compliance with regulatory and company p...