T
Talchemy Solutions
Affluent Relationship Manager
Skills
Market Research
2 months ago
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Important information
Contract type:
Permanent
Location:
Hyderabad, Telangana, India
Work mode:
Onsite
Published on:
20 August 2026
What they need
Roles and Responsibilities :
- Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
- Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Collaborate with internal teams to develop customized investment strategies for clients.
Job Requirements :
- 9-16 years of experience in HNI client handling or similar role in banking or finance industry.
- Strong understanding of investment products such as mutual funds, equities, bonds, etc.
- Excellent communication skills for effective relationship-building with clients from diverse backgrounds.
- Ability to analyze complex financial data to provide informed advice on portfolio management.
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