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