Wealth Relationship Manager

Company Description

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Role Description

This is a full-time on-site role for a Wealth Relationship Manager, located in Kochi. The Wealth Relationship Manager will build and nurture client relationships, offer financial solutions tailored to client needs, and ensure accurate and timely management of investment portfolios. Responsibilities include client acquisition, cross-selling financial products, providing periodic portfolio reviews, and addressing client concerns. The role requires effective collaboration with internal teams to deliver seamless client service.

Qualifications

• Wealth Management, Financial Planning, and Investment Advisory experience
• Client Relationship Management and Communication skills
• Analytical and Strategic Thinking abilities

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• Knowledge of banking products, insurance, and asset allocation
• Ability to effectively assess client needs and offer appropriate solutions
• Proficiency in financial tools and software
• Relevant academic qualifications such as a Bachelors degree in Finance, Economics, Business, or similar fields
• Certifications like CFP, CFA, or NISM-Series V-A (optional but beneficial)