Wealth Relationship Manager - Banking

About the Role:

We are looking for an experienced and client-focused Wealth Manager to manage and grow relationships with High Net-Worth Individuals (HNIs), Ultra-HNIs, and affluent clients. The candidate will be responsible for understanding clients financial goals, providing suitable investment solutions, managing portfolios, and driving business growth while ensuring a high level of client service.

Key Responsibilities:

• Manage and develop relationships with HNI/UHNI and affluent clients.
• Understand clients financial objectives, risk appetite, investment horizon, and liquidity requirements.
• Provide customized wealth management and investment solutions aligned with client requirements.
• Advise clients across products such as Mutual Funds, PMS, AIF, Bonds, Fixed Income, Insurance, Structured Products, Equities, and other investment products.
• Monitor client portfolios and provide periodic reviews and recommendations.
• Acquire new clients through references, networking, existing relationships, and business development activities.
• Increase AUM, revenue, client wallet share, and cross-sell opportunities.
• Build long-term relationships and ensure high levels of client retention and satisfaction.
• Coordinate with internal teams such as investment advisory, product, operations, compliance, and research.
• Ensure all client transactions and recommendations comply with applicable regulatory and compliance requirements.
• Maintain accurate client records, KYC documentation, and portfolio information.
• Track market developments and communicate relevant investment opportunities and market updates to clients.
• Conduct regular client meetings and investment reviews.