Scope of the Role
A Relationship Manager for Wealth Management, will be responsible for building and maintaining relationships with the HNI/ UHNI Clients understanding their needs and providing them with the best solutions. He / She will be their trusted advisor, helping them to make decisions and achieve their financial goals
Job Description
- Develop and maintain relationships with SuperHNI clients to ensure their satisfaction and loyalty.
- Provide comprehensive wealth management advice to SuperHNI clients.
- Monitor and review clients’ portfolios to ensure they are meeting their financial goals.
- Identify and recommend suitable investment opportunities to SuperHNI clients.
- Develop and implement strategies to maximize returns on investments.
- Monitor market trends and provide timely advice to SuperHNI clients.
- Ensure compliance with all regulatory and legal requirements.
- Provide timely and accurate reporting to SuperHNI clients.
- Liaise with other departments to ensure smooth operations.
- Keep abreast of industry developments and best practices.
- Attend client meetings and events to build relationships.
- Provide excellent customer service to SuperHNI clients.
Ideal Candidates
Looking for Candidates from Banks / Wealth Management firms having good experience in Acquiring and handling HNI / UHNI clients . The Candidate should also have a good understanding of wealth management and be able to provide sound advice to the clients.