Senior Wealth Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance.
• Develop and maintain strong relationships with existing HNIs to increase revenue through cross-selling of financial products.
• Identify new business opportunities by networking within the community and leveraging referrals from current contacts.
• Collaborate with internal teams to ensure seamless delivery of services to clients.

Job Requirements :

• 4-30 years of experience in wealth management or related field.
• Proven track record in HNI client handling and portfolio management.
• Strong understanding of mutual funds sales and marketing strategies.
• Excellent communication, negotiation, and interpersonal skills.