Relationship Manager/Family Office Advisor - BFSI

Relationship Manager/Family Office Advisor

Experience: 4 - 7 Years

Location: Bangalore

Domain: Banking/Financial Services/Insurance

- Minimum of 4-7 years of experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs.

- Generate leads and acquire HNI clients

- Understand the client's risk appetite, short term, and long-term goals

- Recommend suitable opportunities across asset classes - Domestic and offshore

- Monitoring/Benchmarking and reviewing client portfolio- s

- Provide tax advice for the assets under management

- Provide seamless service experience by coordinating with multiple teams to ensure clients meet their short term and long-term goals.

- Focus on building a relationship by understanding various investment and non-investment related needs and offer solutions through in-house & external service partners

- Develop a deeper understanding across related areas like direct taxes, real estate, estate planning, amongst others

- Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired

- Keeping abreast of the financial markets & products (Equities, Mutual Funds, Insurance, Real estate, etc)

Education:

MBA/Postgraduate from a reputed Institute / University.