Relationship Wealth Manager

Relationship Manager Wealth Management

Location: Mumbai
Experience: 2–4 Years
Industry: Wealth Management / Financial Services

About the Role

We are looking for an experienced and driven Relationship Manager to join our Wealth Management team. The role involves managing relationships with HNI/UHNI clients, understanding their financial objectives and providing personalised investment solutions.

Key Responsibilities

• Acquire new HNI/UHNI clients through referrals, networking, prospecting and other business development initiatives.
• Manage and strengthen relationships with existing HNI/UHNI clients.
• Understand clients’ financial goals, risk profiles and investment requirements.
• Provide suitable investment solutions across Mutual Funds, PMS, AIFs, Bonds, MLDs, Structured Solutions and other wealth products.
• Identify opportunities to deepen existing client relationships and increase wallet share.
• Conduct regular portfolio reviews and proactively engage with clients.
• Coordinate with internal teams and product partners to ensure seamless client servicing.
• Stay updated on market trends, investment products and developments in the wealth management industry.

Candidate Profile

• 2–4 years of relevant experience in Wealth Management, Private Banking, Financial Advisory or a similar role.
• Strong understanding of investment products and financial markets.
• Proven ability to build and maintain HNI/UHNI client relationships.
• Strong communication, presentation and interpersonal skills.
• Result-oriented with a strong focus on client acquisition and relationship building.
• Existing HNI/UHNI client relationships will be an advantage.