Job Description
Job description
Job Description for Preferred Relationship Management - Wealth
Designation: - Manager/Senior Manager/AVP/VP.
SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be
the final point of contact with the client. (S)he would be responsible for acquiring High Net
Worth relationships and managing & retaining such relationships by delivering the best
standards of services. (S)he would be expected to establish strong ties with them by designing
& implementing their financial plans; and then by ensuring that they receive and execute on the
right advice.
PRE-REQUISITES: -
Relationship Managers with prior experience working in a Private bank/wealth
management set up.
Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
Experience of advising clients across asset classes.
Strong analytical skills and ability to work in teams.
Candidates having good vintage in their present as well as previous companies (At least
minimum tenure of 2-3 yrs of stability)
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent &
Super Affluent)
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent & Super Affluent clients on their Investments and managing their
overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client
acquisition
To research, investigate and update themselves on available investment
opportunities/financial market trend to determine whether they fit into clients
portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking
investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business
development activities.
JOB SPECIFICATIONS REQUIRED:
Qualifications: -
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial
planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience – Minimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI
Clients from BFSI sector with good business / market knowledge. Having experience of handling
HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set:
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take
active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and
expectations with respect to market.
Ability to process several inputs provided by research team and other sources and apply
them to the specific context of several clients – thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and
expression
Good interpersonal skills
Good Analytical Skills
General Competencies:
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
Result oriented
Job Description for Preferred Relationship Management - Wealth
Designation: - Manager/Senior Manager/AVP/VP.
SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be
the final point of contact with the client. (S)he would be responsible for acquiring High Net
Worth relationships and managing & retaining such relationships by delivering the best
standards of services. (S)he would be expected to establish strong ties with them by designing
& implementing their financial plans; and then by ensuring that they receive and execute on the
right advice.
PRE-REQUISITES: -
Relationship Managers with prior experience working in a Private bank/wealth
management set up.
Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
Experience of advising clients across asset classes.
Strong analytical skills and ability to work in teams.
Candidates having good vintage in their present as well as previous companies (At least
minimum tenure of 2-3 yrs of stability)
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent &
Super Affluent)
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent & Super Affluent clients on their Investments and managing their
overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client
acquisition
To research, investigate and update themselves on available investment
opportunities/financial market trend to determine whether they fit into clients
portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking
investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business
development activities.
JOB SPECIFICATIONS REQUIRED:
Qualifications: -
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial
planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience – Minimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI
Clients from BFSI sector with good business / market knowledge. Having experience of handling
HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set:
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take
active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and
expectations with respect to market.
Ability to process several inputs provided by research team and other sources and apply
them to the specific context of several clients – thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and
expression
Good interpersonal skills
Good Analytical Skills
General Competencies:
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
Result oriented
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the IT Engineer & Developer Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in IT Engineer & Developer Jobs is a plus.