Wealth Relationship Manager

Wealth Relationship Manager

Job Overview

We are looking for an experienced Wealth Relationship Manager with strong expertise in portfolio management, relationship management, and investment products. The ideal candidate should have a proven track record of managing affluent/HNI clients and a strong understanding of mutual funds and wealth management solutions.

Key Responsibilities

• Manage and develop relationships with HNI/UHNI clients and provide personalized wealth management solutions.
• Manage client portfolios and ensure effective investment planning based on client objectives and risk profiles.
• Advise clients on Mutual Funds and other investment products .
• Identify opportunities to deepen existing client relationships and increase wallet share.
• Monitor portfolio performance and provide regular updates and investment recommendations to clients.
• Acquire new clients through referrals, networking, and relationship-building initiatives.
• Ensure high levels of client engagement, satisfaction, and retention.
• Stay updated on market trends, investment products, and wealth management strategies.
• Ensure compliance with internal policies and applicable regulatory requirements.

Candidate Profile

• 7–9 years of experience in Portfolio Management and/or Relationship Management.
• Strong exposure to Wealth Management and Investment Products .
• Good knowledge of Mutual Funds, investment products, and portfolio management .
• Candidates should currently be employed; candidates who are not currently working will not be considered .
• Candidates from an Insurance-only background will not be considered .
• Preferred candidates from competitive wealth management/banking profiles such as:

Burgundy RM

Imperia RM

Preferred RM

Priority RM

Insignia RM

• Similar premium/HNI relationship management roles
• RM/Senior RM profiles from Wealth Management companies with proven AUM management experience will be preferred.

Preferred Experience

Candidates with experience managing HNI/UHNI client portfolios and significant AUM , particularly from leading banks or wealth management firms, would be highly preferred.