Hiring_ Wealth Relationship Manager_ Leading Bank_ Gurgaon

We are looking for an experienced Wealth Relationship Manager to manage and grow a portfolio of High-Net-Worth Individual (HNI) clients by providing customized wealth management and investment solutions.

Key Responsibilities

• Manage and strengthen relationships with HNI/UHNI clients.
• Acquire new clients and expand the existing wealth management portfolio.
• Understand clients financial goals, risk appetite, and investment requirements.
• Advise clients on investment products such as Mutual Funds, Equity, Bonds, Fixed Deposits, Insurance, and other wealth management solutions, as applicable.
• Drive revenue through portfolio growth, cross-selling, and up-selling of financial products.
• Ensure client satisfaction through regular portfolio reviews and proactive relationship management.
• Maintain compliance with internal policies, KYC norms, and regulatory guidelines.

Desired Candidate Profile

• Relevant experience in Wealth Management / Private Banking / HNI Relationship Management.
• Strong knowledge of investment products and financial markets.
• Experience in portfolio management, client acquisition, and revenue generation.
• Excellent communication, negotiation, and relationship-building skills.
• Ability to achieve business targets while maintaining high service standards.