Relationship Manager - Wealth Management

About our client:

Our client is one of India's leading wealth management firms, providing customized investment and wealth advisory solutions to High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), entrepreneurs, promoters, professionals, and family offices.

About the Role:

We are looking for high-performing relationship professionals with a passion for client engagement, consultative selling, and premium customer experiences.

This opportunity is ideal not only for experienced Wealth Relationship Managers but also for professionals from luxury industries who have successfully managed affluent clientele and are looking to transition into the financial services and wealth management domain.

You will be responsible for acquiring, advising, and managing HNI/UHNI clients while helping them achieve their financial goals through customized investment solutions.

Key Responsibilities:

• Acquire High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients.
• Build long-term relationships based on trust and exceptional client service.
• Grow Assets Under Management (AUM) through acquisition and portfolio expansion.
• Understand clients' financial objectives and recommend appropriate investment solutions.
• Cross-sell investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Unlisted Investments.
• Deepen wallet share with existing clients.
• Generate referrals and build strong professional networks.
• Stay updated on financial markets, investment opportunities and industry trends.
• Deliver a premium client experience aligned with Centrum Wealth's brand.

Ideal Candidate Profile:

Skills Required:

• Excellent communication and presentation skills.
• Strong relationship-building ability.
• Consultative selling approach.
• Client acquisition mindset.
• High emotional intelligence.
• Networking capability.
• Business development orientation.
• Professional grooming and executive presence.

Preferred Experience:

• 2-10 years in client-facing premium sales or relationship management.
• Experience dealing with HNIs, promoters, CXOs, business owners, celebrities, doctors, lawyers, or entrepreneurs.
• Preferred background in Wealth Management or Luxury Sales (Real Estate, Automobile, Retail, Hospitality).
• Proven track record of achieving ambitious sales targets.
• Existing HNI network would be an advantage.