Wealth Relationship Manager - Financial Firm

Looking for an experience candidate working as a relationship or wealth manager for one of the leading finance company.

Experience : 8 + Years ( Wealth Manager)

Roles and Responsibilities:

1. Acquisition of HNI / UHNI clients by tracking the Affluent & Super Affluent Client segment in the market for new client acquisition.

2. Managing client relationships and generating AUM from preferred clients.

3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

4. To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.

5. To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.

6. To conduct and assist in organizing seminars, workshops and other business development activities.