Relationship Manager - Wealth Management - BFSI

An esteem client of Innoquest Consulting, into financial services is seeking Relationship Managers for their Bangalore office.

Function:

Wealth Management - Investment Advisory

Role Purpose:

The Relationship Managers will be responsible for managing and deepening relationships with HNI - UHNI clients, understanding their investment objectives and providing suitable investment solutions across various asset classes.

Key Responsibilities:

• Manage and nurture relationships with HNI - UHNI clients, family offices and promoter families.
• Understand client financial goals, risk profile and investment requirements and provide tailored investment advice.
• Advise clients across products such as PMS, AIFs, Mutual Funds, Private Equity, Structured Products, Equity and Debt.
• Drive AUM growth, revenue generation and new client acquisition through existing relationships and referrals.
• Develop and maintain a strong client book - AUM, with focus on client retention and wallet share expansion.
• Identify new business opportunities and build relationships with prospective HNI - UHNI clients.
• Work closely with investment - product teams to provide clients with market insights, portfolio reviews and investment recommendations.
• Ensure a high level of client engagement and provide regular updates on portfolio performance and investment opportunities.

Ideal Candidate:

• 15+ yrs of experience in Wealth Management - Private Banking - Investment Advisory - Financial Services.
• Strong experience handling HNI - UHNI clients, preferably promoters, entrepreneurs and family offices.
• Proven track record of AUM - revenue generation and client acquisition.
• Strong knowledge of PMS, AIF, MF, PE, Equity, Debt and other investment products.
• Should preferably be an Individual Contributor - Investment Counsellor with an existing client network and ability to build their own book.
• Excellent relationship management, communication and investment advisory skills.