Private Wealth Relationship Manager

Industry: Financial Services (Broking)

Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Employment Type: Full-Time, Permanent

Role Overview

The position requires building and nurturing strong relationships with high-net-worth clients to understand their financial aspirations and provide tailored wealth management solutions. The role focuses on advising clients across a range of investment products, ensuring their portfolios align with their goals and risk tolerance, while driving business growth through new client acquisition and cross-selling.

Key Responsibilities

• Develop and sustain trusted relationships with high-net-worth individuals by comprehending their financial goals.


• Deliver customized financial advice and wealth management strategies that align with clients needs and risk profiles.
  


• Conduct periodic portfolio assessments and performance reviews to ensure clients investments remain on track.


• Exhibit in-depth knowledge of wealth management offerings including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds, Insurance, and Equity products.


• Educate clients about product features, benefits, and associated risks to support informed investment decisions.


• Suggest appropriate investment solutions and strategies tailored to individual client preferences and risk appetite.


• Identify and pursue new business prospects through networking and referrals to expand the client base.


• Drive revenue growth by cross-selling a broad range of wealth management services to existing clients.


• Perform detailed due diligence on investment products and service providers to manage and mitigate risks effectively.


• Maintain accurate and compliant records of client interactions and transactions.

Required Skills & Qualifications

• Strong expertise in wealth management products, particularly AIFs and PMS.


• Proven success in managing and growing relationships with affluent clients.


• Excellent communication, presentation, and negotiation abilities.


• Capability to work autonomously and collaboratively within a fast-paced setting.


• Relevant regulatory certifications such as AMFI or NISM are preferred.

Education

• Undergraduate degree in any discipline.