We're Hiring | Client Relations – Wealth Management? Location: Hyderabad
? CTC: Up to ₹10 LPA
? Employment Type: Full-time, Permanent
⏳ Notice Period: Maximum 1 month
? Education: Postgraduate / MBA in Finance or a related field
Job DescriptionWe are looking for a dynamic and client-focused professional for the role of Client Relations – Wealth Management with experience in wealth management or financial advisory.
Key Responsibilities:
• Financial Markets: Develop in-depth knowledge of Pre-IPO investments, unlisted shares, and wealth management services.
• Client Advisory: Assist High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (Ultra-HNIs) in making strategic investment decisions aligned with their financial goals.
• Business Development: Identify potential clients, pitch investment opportunities, and expand the client base.
• Portfolio Management: Help clients structure and optimise investment portfolios, focusing on risk management and long-term wealth creation.
• Investment Research: Stay updated on market trends, investment opportunities,
and wealth management strategies.
• Client Relationship Management: Build and maintain strong client relationships through regular communication, portfolio reviews, and personalised investment insights.
• Compliance & Governance: Ensure adherence to applicable SEBI regulations and NISM certification requirements.
• Reports & Presentations: Prepare investment proposals, financial reports, and presentations for clients.
Qualifications & Skills• Education: Postgraduate / MBA in Finance or a related field.
• Certifications: NISM Series 10A and 10B certifications preferred.
• Experience: Proven experience in wealth management or financial advisory.
• Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.
• Soft Skills: Excellent communication, negotiation, analytical, and relationship management skills.
• Industry Knowledge: Robust understanding of financial markets, investment strategies, and regul