Key Relationship Manager Wealth Management

Job Overview

We are looking for an experienced Key Relationship Manager to manage and grow relationships with HNI and UHNI clients. The ideal candidate will have strong wealth management knowledge, excellent client relationship skills, and a proven track record in client acquisition and portfolio growth.

Key Responsibilities

- Design and implement customized wealth management strategies aligned with clients’ financial goals and risk profiles.
- Manage, retain, and grow a portfolio of HNI and UHNI clients.
- Provide expert guidance on investments, financial planning, tax optimization, retirement planning, and estate planning.
- Conduct periodic portfolio reviews and recommend rebalancing strategies based on market conditions and client objectives.
- Identify and acquire new clients through networking, referrals, market research, and business development initiatives.
- Build long-term relationships with clients and understand their evolving financial requirements.
- Stay updated on financial markets, investment products, industry developments, and regulatory frameworks.
- Coordinate with internal teams including research, compliance, operations, and product teams to ensure seamless client service.
- Ensure strict adherence to SEBI regulations, NISM requirements, internal compliance policies,



and organizational processes.
- Maintain accurate client records and ensure timely execution and follow-up of client requirements.

Eligibility & Requirements

- Graduation is mandatory.
- NISM Series V-A (Mutual Fund Distributors Certification) is mandatory.
- Only experienced candidates will be considered.
- Prior experience in wealth management, private banking, financial advisory, relationship management, or investment distribution is preferred.
- Strong understanding of investment products and financial markets.
- Proven ability to manage HNI/UHNI relationships and acquire new clients.
- Excellent communication, presentation, negotiation, and relationship-building skills.
- Solid sales orientation with the ability to achieve business and revenue targets.

Key Skills

Wealth Management | HNI/UHNI Client Management | Investment Advisory | Portfolio Management | Client Acquisition | Financial Planning | Relationship Management | Market Knowledge | Business Development | Compliance

Experience

Experienced candidates only.

Education & Certification

- Graduate in any discipline – Mandatory
- NISM Series V-A – Mandatory

Interested Candidates can contact to Miss Mansi Yadav

Contact No. (phone hidden)

Email I'd - [email protected]

📌 Wealth Manager (New Delhi)
🏢 Opus Global Services
📍 New Delhi