Senior Wealth Relationship Manager
Core
Manage and expand high-value client relationships, offering tailored investment strategies across asset classes to drive portfolio performance and business growth.
Role type
Senior Wealth Advisor (IC)
Builds
Customized wealth and investment strategies for HNI and UHNI clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, Investment advisory, Asset allocation, Regulatory compliance, Client relationship management, Financial planning
Preferred skills
Strong client network, Track record of AUM growth
Technologies
Mutual Funds, PMS, AIFs, Bonds, Structured Products
Responsibilities
Build and grow relationships with HNI & UHNI clients, Develop customized wealth and investment strategies, Offer advisory across Mutual Funds, PMS, AIFs, Bonds, and Structured Products, Drive AUM growth and revenue targets, Stay informed on market developments and regulatory guidelines, Collaborate with internal teams for client servicing and compliance