Client Relations- Wealth Manager (Hyderabad)

Client Relations- Wealth Manager (Hyderabad)

15 Oct
|
HIRING WINGS CONSULTANCY
|
Hyderabad

15 Oct

HIRING WINGS CONSULTANCY

Hyderabad

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: Strong understanding of financial markets, investment strategies, and regulatory frameworks.

Compensation & Benefits
- CTC up to ₹10 LPA, depending on experience and suitability.
- Full time, permanent employment opportunity.

? Interested candidates can apply by sharing their updated resume at:

Pooja Mahesh Darade

Hiring Wings Consultancy

? Email: [email protected]

? Contact: +91 (phone hidden)

Know someone suitable? Feel free to share this opportunity with them!

📌 Client Relations- Wealth Manager (Hyderabad)
🏢 HIRING WINGS CONSULTANCY
📍 Hyderabad

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: client relations- wealth manager (hyderabad) / hyderabad

Subscribe to this job alert:

Get the latest job offers by email for: client relations- wealth manager (hyderabad) / hyderabad