Job Overview:

The Relationship Manager for Wealth Management (HNI) will be
responsible for managing a portfolio of high-net-worth individuals (HNI),
providing them with comprehensive financial advice, solutions, and services
tailored to their specific needs. This role requires an individual with strong
relationship-building skills, extensive knowledge of wealth management products
and services, and the ability to offer personalized investment strategies and
solutions.

Key Responsibilities:
- Client
Relationship Management:
- Develop
and maintain strong, long-term relationships with existing and
prospective HNI clients.
- Regularly
meet clients to understand their financial goals, objectives, and risk
tolerance.
- Serve
as the primary point of contact for clients, providing exceptional
customer service and personalized solutions.
- Ensure
high levels of client satisfaction and retention through continuous
engagement and timely follow-ups.

Financial
Advisory & Planning:
- Provide
bespoke financial planning and advisory services to HNI clients,
including investment,



estate planning, tax strategies, and retirement
planning.
- Advise
clients on a wide range of wealth management products including equities,
fixed income, alternative investments, mutual funds, insurance, and more.
- Regularly
review and assess client portfolios, providing tailored investment
strategies to align with their evolving financial goals.

Investment
& Portfolio Management:
- Monitor
and analyze clients' portfolios to ensure they align with their financial
objectives.
- Recommend
appropriate investment opportunities and adjustments based on market
trends, economic factors, and individual preferences.
- Collaborate
with internal teams (research, trading, product specialists) to provide
clients with cutting-edge solutions.

Business
Development & Acquisition:
- Identify
current business opportunities within the HNI segment through networking,
referrals, and other channels.
- Proactively
seek to expan

📌 Relationship Manager – Wealth Management (Bengaluru)
🏢 XpertReach
📍 Bengaluru