Vice President/Senior Vice President/Director - Senior Wealth Relationship Manager
BFSI (Operations & Lending)
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Job Description
Description:
Role Summary
- We are looking for an experienced Senior Wealth Relationship Manager to handle and grow a portfolio of HNI/UHNI clients by providing comprehensive wealth management and investment advisory services. The role focuses on deepening client relationships and driving AUM growth.
Key Responsibilities
- Manage and grow a portfolio of HNI/UHNI clients
- Provide customized investment and wealth management solutions
- Acquire new clients through referrals, networking, and existing relationships
- Maintain strong client relationships through regular meetings & reviews
- Achieve individual revenue and AUM targets
- Stay updated on market trends and investment strategies
- Coordinate with internal investment/product teams
- Ensure compliance and documentation as per regulatory requirements
Skills
AdvisoryAdvisory ServicesInvestment StrategiesWealthWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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