Wealth Relationship Manager

Job Overview

We are looking for an experienced Wealth Relationship Manager with strong expertise in portfolio management, relationship management, and investment products. The ideal candidate should have a proven track record of managing affluent/HNI clients and a strong understanding of mutual funds and wealth management solutions.

Key Responsibilities

- Manage and develop relationships with HNI/UHNI clients and provide personalized wealth management solutions.
- Manage client portfolios and ensure effective investment planning based on client objectives and risk profiles.
- Advise clients on Mutual Funds and other investment products .
- Identify opportunities to deepen existing client relationships and increase wallet share.
- Monitor portfolio performance and provide regular updates and investment recommendations to clients.
- Acquire current clients through referrals, networking, and relationship-building initiatives.
- Ensure high levels of client engagement, satisfaction, and retention.
- Stay updated on market trends, investment products, and wealth management strategies.




- Ensure compliance with internal policies and applicable regulatory requirements.

Candidate Profile
- 7–9 years of experience in Portfolio Management and/or Relationship Management.
- Strong exposure to Wealth Management and Investment Products .
- Good knowledge of Mutual Funds, investment products, and portfolio management .
- Candidates should currently be employed; candidates who are not currently working will not be considered .
- Candidates from an Insurance-only background will not be considered .
- Preferred candidates from competitive wealth management/banking profiles such as:

Burgundy RM

Imperia RM

Preferred RM

Priority RM

Insignia RM

- Similar premium/HNI relationship management roles
- RM/Senior RM profiles from Wealth Management companies with proven AUM management experience will be preferred.

Preferred Experience Candidates with experience managing HNI/UHNI client portfolios and significant AUM , particularly from leading banks or wealth management firms, would be highly preferred.

📌 Wealth Relationship Manager (Chennai)
🏢 Staffington Global
📍 Chennai