Wealth Relationship Manager

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients and grow existing ones.
  
• Identify opportunities to deepen relationships through cross-selling of products like Insurance, Retail Assets, Business Banking, Forex, etc.
  
• Develop and maintain a strong understanding of client needs to provide tailored solutions for their wealth management requirements.
  
• Collaborate with internal teams such as Sales, Products, Operations, and Research to deliver exceptional service to clients.
  
• Stay updated on market trends and economic indicators to make informed decisions when dealing with clients' investments.
  

Desired Candidate Profile

• 2-5 years of experience in Wealth Management or related field.
  
• Strong knowledge of Equity markets and Portfolio Management Services (PMS).
  
• Ability to work independently with minimal supervision while meeting targets set by the organization.
  
• Excellent communication skills with ability to build rapport with high net worth individuals.