About the Role

Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment

Responsibilities

- Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.
- Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings.
- Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals.
- Drive business development through client referrals and proactive outreach, consistently achieving assigned targets.
- Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning.




- Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines.

Qualifications

- Bachelor’s/ Master’s degree in Finance, Economics, Business Administration, or a related discipline.

Required Skills

- Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele.
- In-depth understanding of financial products, market trends, and portfolio management strategies.
- Robust interpersonal skills with the ability to engage high-value clients effectively.
- Demonstrated ability to analyse client needs and provide timely, tailored investment solutions.

📌 Wealth Manager / Relationship Management (Gujarat)
🏢 Talent HR Networks
📍 Gujarat