We are looking for an experienced and customer-focused Relationship Wealth Manager to manage and grow a portfolio of high-net-worth individuals (HNIs). The role involves providing personalized financial advice, promoting wealth management products, and building long-term relationships to help clients meet their financial goals.

Key Responsibilities:

- Manage and grow a portfolio of HNI clients through tailored financial solutions
- Conduct regular reviews to assess client needs, goals, and risk tolerance
- Cross-sell investment products including mutual funds, insurance, fixed income, and alternative investments
- Ensure high levels of customer satisfaction and service quality
- Stay updated on financial markets, products, and regulatory changes




- Ensure compliance with banking policies and regulatory guidelines

Key Skills:

- Robust relationship management and interpersonal skills
- In-depth knowledge of wealth management products and financial planning
- Excellent communication and advisory skills
- Ability to understand and assess financial goals and risk profiles
- Sales and target orientation
- Certifications like NISM, AMFI, IRDA (preferred)

Skills: Interpersonal, Nism, Amfi, IRDA, Advisory, Communication

Experience: 3.00-8.00 Years

📌 Relationship Wealth Manager (Udaipur)
🏢 SkillLabs
📍 Udaipur