Role & responsibilities

Relationship Management:
o Act as the principal liaison for a select portfolio of Ultra HNI clients.
o Develop and nurture long-term, trust-based relationships.
o Understand each clients unique financial objectives, family structures,
and lifestyle preferences.
• Client Experience & Communication:
o Deliver a consistently premium client experience.
o Communicate clearly, confidently, and with emotional intelligence in all
interactions.
o Anticipate client needs and proactively address concerns, queries, and
prospects.
• Advisory & Knowledge Leadership:
o Maintain up-to-date expertise on wealth management products, financial
markets, estate planning, tax structures, and alternative investments.
o Collaborate with internal and external experts to offer tailored investment
and financial solutions.
o Educate clients through insightful updates, market commentaries, and
bespoke financial reviews.
• Client Onboarding & Reviews:
o Oversee seamless onboarding of current clients with a personalized
welcome experience.




o Conduct periodic portfolio and strategy reviews, ensuring alignment with
evolving client goals.
• Business Growth:
o Develop referrals organically by exceeding client expectations and
fostering advocacy.

Preferred candidate profile

Technical Proficiency:
a. Deep understanding of financial products (equities, fixed income,
alternatives, structured products, etc.), regulatory frameworks, and
taxation.
Communication & Presence:
a. Exceptional verbal and written communication skills.
b. High emotional intelligence, listening skills, and gravitas suitable for
engaging HNI personalities.
Client-Centric Mindset:
a. A natural passion for delivering an impeccable client experience.
b. Discretion, integrity, and ability to handle sensitive financial and personal
matters.
Relationship Building:
a. Solid interpersonal skills with an ability to build rapport and trust quickly.
b. Experience handling multigenerational wealth and legacy planning is a
plus.

📌 Accounts Manager Mumbai
🏢 Sicomoro Advisors
📍 Mumbai