Senior Wealth Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, providing personalized financial planning and investment advice to achieve their wealth creation goals.
• Develop and maintain strong relationships with existing HNIs, identifying new business opportunities through referrals and networking.
• Collaborate with internal teams to deliver tailored solutions for complex client needs, ensuring seamless execution of transactions.
• Analyze market trends, economic indicators, and regulatory changes to provide expert guidance on investment strategies.

Job Requirements :

• 4-30 years of experience in wealth management or related field as a Wealth Manager/Relationship Manager.
• Strong understanding of HNI sales principles, including cross-selling products across various asset classes.
• Excellent relationship management skills with ability to build trust with high-net-worth individuals.
• Proven track record of meeting or exceeding revenue targets by acquiring new clients or increasing wallet share from existing ones.