Relationship Wealth Manager

Role & responsibilities

• Acquire New to Firm HNI / UHNI and corporate clients while driving business growth and revenue
• Develop and nurture long term relationships with HNI / UHNI clients by understanding their financial needs and delivering tailored wealth management solutions
• Analyse client financial profiles and objectives to recommend appropriate investment and wealth management strategies
• Responsible for achieving targets through client acquisition, AUM growth and revenue generation across investment and wealth management products
• Identify new business opportunities and strengthen the client base through relationship management and networking

Preferred candidate profile

• Graduation / Post Graduation in any discipline / MBA in Marketing
• Sound knowledge of investment products and financial markets
• Price experience in managing HNI/UHIN clients
• Excellent communication, interpersonal and relationship management skills

Perks and benefits

You can earn commission based on performance